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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 | $223,771 | $81,233+175.5% | $155,567+43.8% | $80,874+176.7% |
| Participation rate | 97.0% | 66.2%+30.7pp | 78.2%+18.8pp | 67.6%+29.3pp |
| Annual return | 18.03% | 33.33%-15.3pp | 64.74%-46.7pp | 35.62%-17.6pp |
| Employer contribution / active EE | $8,244 | $3,101+165.9% | $4,674+76.4% | $2,756+199.2% |
| Participant deferral / active EE | $3,476 | $3,452+0.7% | $5,628-38.2% | $4,297-19.1% |
| Admin fee / account holder | $3,128 | $7,998-60.9% | $15,916-80.3% | $6,935-54.9% |