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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 | $171,415 | $93,589+83.2% | $135,942+26.1% | $75,181+128.0% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.28%-51.6pp | 160.69%-144.0pp |
| Employer contribution / active EE | $8,268 | $3,537+133.7% | $4,858+70.2% | $2,671+209.6% |
| Participant deferral / active EE | $4,932 | $6,405-23.0% | $7,759-36.4% | $4,126+19.5% |
| Admin fee / account holder | $7,865 | $6,977+12.7% | $10,764-26.9% | $5,650+39.2% |