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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 | $165,911 | $88,672+87.1% | $105,223+57.7% | $82,448+101.2% |
| Participation rate | 75.7% | 67.9%+7.8pp | 75.0%+0.6pp | 68.1%+7.6pp |
| Annual return | 14.38% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $7,208 | $3,048+136.5% | $3,689+95.4% | $2,551+182.6% |
| Participant deferral / active EE | $4,334 | $4,036+7.4% | $5,072-14.5% | $4,139+4.7% |
| Admin fee / account holder | $4,873 | $7,146-31.8% | $8,859-45.0% | $7,234-32.6% |