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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 | $184,207 | $76,407+141.1% | $150,298+22.6% | $82,448+123.4% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 15.11% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $6,423 | $2,614+145.7% | $4,154+54.6% | $2,551+151.8% |
| Participant deferral / active EE | $5,716 | $3,214+77.8% | $5,453+4.8% | $4,139+38.1% |
| Admin fee / account holder | $2,917 | $6,352-54.1% | $14,116-79.3% | $7,234-59.7% |