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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 | $184,942 | $81,331+127.4% | $155,534+18.9% | $80,935+128.5% |
| Participation rate | 84.8% | 66.3%+18.6pp | 78.2%+6.6pp | 67.7%+17.2pp |
| Annual return | 15.68% | 33.37%-17.7pp | 64.92%-49.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $6,239 | $3,105+100.9% | $4,675+33.5% | $2,757+126.3% |
| Participant deferral / active EE | $20,003 | $3,454+479.1% | $5,630+255.3% | $4,299+365.2% |
| Admin fee / account holder | $8,704 | $7,999+8.8% | $15,900-45.3% | $6,924+25.7% |