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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 | $181,088 | $65,034+178.5% | $90,970+99.1% | $79,856+126.8% |
| Participation rate | 97.7% | 61.6%+36.1pp | 69.0%+28.7pp | 69.6%+28.0pp |
| Annual return | 17.14% | 30.45%-13.3pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,982 | $1,247+58.9% | $2,122-6.6% | $2,471-19.8% |
| Participant deferral / active EE | $3,596 | $2,512+43.1% | $3,373+6.6% | $3,741-3.9% |
| Admin fee / account holder | $11,083 | $4,536+144.3% | $5,961+85.9% | $5,306+108.9% |