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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 | $177,486 | $76,407+132.3% | $150,298+18.1% | $82,448+115.3% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 17.18% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,928 | $2,614+165.0% | $4,154+66.8% | $2,551+171.6% |
| Participant deferral / active EE | $6,481 | $3,214+101.6% | $5,453+18.9% | $4,139+56.6% |
| Admin fee / account holder | $5,654 | $6,352-11.0% | $14,116-59.9% | $7,234-21.8% |