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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 | $184,401 | $81,358+126.7% | $155,556+18.5% | $80,959+127.8% |
| Participation rate | 87.1% | 66.3%+20.9pp | 78.2%+8.9pp | 67.7%+19.5pp |
| Annual return | 17.04% | 33.39%-16.3pp | 64.84%-47.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $7,481 | $3,106+140.8% | $4,675+60.0% | $2,757+171.3% |
| Participant deferral / active EE | $6,920 | $3,455+100.3% | $5,631+22.9% | $4,300+60.9% |
| Admin fee / account holder | $1,852 | $7,994-76.8% | $15,885-88.3% | $6,925-73.3% |