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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 | $225,906 | $81,358+177.7% | $155,556+45.2% | $80,959+179.0% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.7pp | 67.7%+29.3pp |
| Annual return | 17.00% | 33.39%-16.4pp | 64.84%-47.8pp | 35.67%-18.7pp |
| Employer contribution / active EE | $7,522 | $3,106+142.1% | $4,675+60.9% | $2,757+172.8% |
| Participant deferral / active EE | $5,970 | $3,455+72.8% | $5,631+6.0% | $4,300+38.8% |
| Admin fee / account holder | $2,849 | $7,994-64.4% | $15,885-82.1% | $6,925-58.9% |