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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 | $201,007 | $81,276+147.3% | $155,574+29.2% | $80,925+148.4% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 13.93% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $7,504 | $3,103+141.8% | $4,676+60.5% | $2,756+172.3% |
| Participant deferral / active EE | $6,649 | $3,453+92.6% | $5,629+18.1% | $4,299+54.7% |
| Admin fee / account holder | $3,482 | $7,993-56.4% | $15,914-78.1% | $6,940-49.8% |