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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 | $200,717 | $81,276+147.0% | $155,574+29.0% | $80,925+148.0% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 13.73% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $6,656 | $3,103+114.5% | $4,676+42.3% | $2,756+141.5% |
| Participant deferral / active EE | $6,738 | $3,453+95.1% | $5,629+19.7% | $4,299+56.7% |
| Admin fee / account holder | $2,694 | $7,993-66.3% | $15,914-83.1% | $6,940-61.2% |