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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 | $156,307 | $78,428+99.3% | $95,960+62.9% | $79,852+95.7% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.1pp |
| Annual return | 13.91% | 19.37%-5.5pp | 91.63%-77.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $4,173 | $1,945+114.5% | $2,541+64.2% | $2,471+68.9% |
| Participant deferral / active EE | $6,157 | $3,440+79.0% | $4,167+47.8% | $3,740+64.6% |
| Admin fee / account holder | $34,651 | $5,622+516.3% | $6,797+409.8% | $5,306+553.0% |