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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 | $197,396 | $77,905+153.4% | $149,682+31.9% | $75,173+162.6% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.4pp | 67.2%+27.9pp |
| Annual return | 14.86% | 31.72%-16.9pp | 134.35%-119.5pp | 160.65%-145.8pp |
| Employer contribution / active EE | $9,650 | $3,138+207.5% | $4,818+100.3% | $2,670+261.4% |
| Participant deferral / active EE | $8,422 | $3,411+146.9% | $5,681+48.2% | $4,126+104.1% |
| Admin fee / account holder | $1,798 | $5,957-69.8% | $13,210-86.4% | $5,651-68.2% |