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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 | $157,624 | $71,215+121.3% | $93,696+68.2% | $80,935+94.8% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.7%+2.3pp |
| Annual return | 17.31% | 11.27%+6.0pp | 133.74%-116.4pp | 35.66%-18.3pp |
| Employer contribution / active EE | $7,458 | $1,565+376.5% | $2,422+207.9% | $2,757+170.5% |
| Participant deferral / active EE | $2,106 | $4,037-47.8% | $4,417-52.3% | $4,299-51.0% |
| Admin fee / account holder | $3,001 | $6,958-56.9% | $8,287-63.8% | $6,924-56.7% |