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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 | $81,276+126.9% | $155,574+18.5% | $80,925+127.9% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.7%+19.5pp |
| Annual return | 17.04% | 33.36%-16.3pp | 64.87%-47.8pp | 35.65%-18.6pp |
| Employer contribution / active EE | $7,481 | $3,103+141.1% | $4,676+60.0% | $2,756+171.4% |
| Participant deferral / active EE | $6,920 | $3,453+100.4% | $5,629+22.9% | $4,299+61.0% |
| Admin fee / account holder | $1,852 | $7,993-76.8% | $15,914-88.4% | $6,940-73.3% |