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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 | $187,427 | $78,428+139.0% | $95,960+95.3% | $79,852+134.7% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.6pp |
| Annual return | 14.33% | 19.37%-5.0pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $6,975 | $1,945+258.6% | $2,541+174.5% | $2,471+182.3% |
| Participant deferral / active EE | $5,450 | $3,440+58.4% | $4,167+30.8% | $3,740+45.7% |
| Admin fee / account holder | $17,047 | $5,622+203.2% | $6,797+150.8% | $5,306+221.3% |