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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 | $198,027 | $91,198+117.1% | $178,503+10.9% | $79,856+148.0% |
| Participation rate | 89.7% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 11.89% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $8,276 | $3,257+154.1% | $5,011+65.2% | $2,471+234.9% |
| Participant deferral / active EE | $6,430 | $3,237+98.7% | $5,202+23.6% | $3,741+71.9% |
| Admin fee / account holder | $11,706 | $6,748+73.5% | $13,987-16.3% | $5,306+120.6% |