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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 | $173,210 | $77,920+122.3% | $149,723+15.7% | $75,177+130.4% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 17.09% | 31.72%-14.6pp | 134.50%-117.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $7,128 | $3,138+127.1% | $4,821+47.8% | $2,671+166.9% |
| Participant deferral / active EE | $7,472 | $3,411+119.0% | $5,682+31.5% | $4,126+81.1% |
| Admin fee / account holder | $1,032 | $5,951-82.7% | $13,215-92.2% | $5,651-81.7% |