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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 | $188,311 | $72,027+161.4% | $185,861+1.3% | $79,856+135.8% |
| Participation rate | 94.5% | 65.8%+28.8pp | 78.0%+16.5pp | 69.6%+24.9pp |
| Annual return | 16.62% | 23.13%-6.5pp | 35.96%-19.3pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,970 | $1,965+254.7% | $4,088+70.5% | $2,471+182.0% |
| Participant deferral / active EE | $13,781 | $3,780+264.6% | $5,634+144.6% | $3,741+268.4% |
| Admin fee / account holder | $13,983 | $4,513+209.9% | $9,503+47.1% | $5,306+163.5% |