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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 | $147,247 | $48,078+206.3% | $78,676+87.2% | $62,881+134.2% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 5.68% | 31.36%-25.7pp | 62.19%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $8,776 | $2,015+335.6% | $2,850+207.9% | $2,281+284.8% |
| Participant deferral / active EE | $15,185 | $2,587+486.9% | $3,517+331.8% | $3,203+374.1% |
| Admin fee / account holder | $9,500 | $3,206+196.3% | $4,510+110.7% | $4,296+121.2% |