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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 | $192,571 | $77,908+147.2% | $149,696+28.6% | $75,173+156.2% |
| Participation rate | 92.4% | 65.6%+26.8pp | 78.8%+13.6pp | 67.2%+25.2pp |
| Annual return | 14.45% | 31.73%-17.3pp | 134.46%-120.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $6,128 | $3,138+95.3% | $4,821+27.1% | $2,671+129.4% |
| Participant deferral / active EE | $5,846 | $3,411+71.4% | $5,682+2.9% | $4,126+41.7% |
| Admin fee / account holder | $6,894 | $5,950+15.9% | $13,212-47.8% | $5,651+22.0% |