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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 | $177,865 | $76,551+132.3% | $123,894+43.6% | $62,881+182.9% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 6.75% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $11,459 | $2,882+297.5% | $4,617+148.2% | $2,281+402.4% |
| Participant deferral / active EE | $5,785 | $4,840+19.5% | $5,984-3.3% | $3,203+80.6% |
| Admin fee / account holder | $7,557 | $4,826+56.6% | $8,357-9.6% | $4,296+75.9% |