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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 | $153,070 | $65,367+134.2% | $92,915+64.7% | $72,976+109.8% |
| Participation rate | 88.3% | 68.3%+20.0pp | 76.0%+12.3pp | 69.5%+18.8pp |
| Annual return | 23.44% | 42.11%-18.7pp | 109.45%-86.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $2,709 | $2,594+4.4% | $3,653-25.9% | $2,440+11.0% |
| Participant deferral / active EE | $7,342 | $3,128+134.7% | $4,238+73.2% | $3,608+103.5% |
| Admin fee / account holder | $12,990 | $4,251+205.5% | $5,796+124.1% | $5,124+153.5% |