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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 | $194,343 | $98,776+96.8% | $149,745+29.8% | $79,856+143.4% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 13.20% | 27.38%-14.2pp | 276.72%-263.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $7,744 | $3,217+140.7% | $4,646+66.7% | $2,471+213.4% |
| Participant deferral / active EE | $6,961 | $5,681+22.5% | $6,843+1.7% | $3,741+86.1% |
| Admin fee / account holder | $3,310 | $6,053-45.3% | $9,312-64.5% | $5,306-37.6% |