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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,102 | $95,415+73.0% | $185,851-11.2% | $85,851+92.3% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.1pp | 69.3%+23.5pp |
| Annual return | 12.36% | 23.59%-11.2pp | 122.11%-109.7pp | 318.63%-306.3pp |
| Employer contribution / active EE | $7,567 | $3,314+128.3% | $5,168+46.4% | $2,565+194.9% |
| Participant deferral / active EE | $6,449 | $3,424+88.4% | $5,569+15.8% | $3,952+63.2% |
| Admin fee / account holder | $10,180 | $7,215+41.1% | $16,245-37.3% | $6,261+62.6% |