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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 | $178,522 | $81,358+119.4% | $155,556+14.8% | $80,959+120.5% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 14.33% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,608 | $3,106+16.1% | $4,675-22.8% | $2,757+30.8% |
| Participant deferral / active EE | $7,088 | $3,455+105.1% | $5,631+25.9% | $4,300+64.8% |
| Admin fee / account holder | $1,131 | $7,994-85.9% | $15,885-92.9% | $6,925-83.7% |