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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 | $227,939 | $88,672+157.1% | $105,223+116.6% | $82,448+176.5% |
| Participation rate | 89.7% | 67.9%+21.8pp | 75.0%+14.7pp | 68.1%+21.7pp |
| Annual return | 13.86% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $5,280 | $3,048+73.2% | $3,689+43.2% | $2,551+107.0% |
| Participant deferral / active EE | $10,154 | $4,036+151.6% | $5,072+100.2% | $4,139+145.3% |
| Admin fee / account holder | $2,812 | $7,146-60.6% | $8,859-68.3% | $7,234-61.1% |