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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 | $238,158 | $81,276+193.0% | $155,574+53.1% | $80,925+194.3% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 16.32% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $7,297 | $3,103+135.2% | $4,676+56.1% | $2,756+164.8% |
| Participant deferral / active EE | $5,355 | $3,453+55.1% | $5,629-4.9% | $4,299+24.6% |
| Admin fee / account holder | $2,028 | $7,993-74.6% | $15,914-87.3% | $6,940-70.8% |