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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 | $236,935 | $81,276+191.5% | $155,574+52.3% | $80,925+192.8% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.3pp | 67.7%+26.9pp |
| Annual return | 16.81% | 33.36%-16.5pp | 64.87%-48.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $7,158 | $3,103+130.7% | $4,676+53.1% | $2,756+159.7% |
| Participant deferral / active EE | $4,652 | $3,453+34.7% | $5,629-17.4% | $4,299+8.2% |
| Admin fee / account holder | $2,402 | $7,993-70.0% | $15,914-84.9% | $6,940-65.4% |