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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 | $184,679 | $84,236+119.2% | $170,435+8.4% | $70,126+163.4% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 12.40% | 23.06%-10.7pp | 205.94%-193.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $8,243 | $3,387+143.4% | $5,432+51.7% | $2,343+251.9% |
| Participant deferral / active EE | $6,517 | $3,086+111.2% | $4,939+31.9% | $3,332+95.6% |
| Admin fee / account holder | $69,215 | $5,698+1114.7% | $13,881+398.6% | $4,645+1389.9% |