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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 | $160,274 | $89,652+78.8% | $141,177+13.5% | $65,185+145.9% |
| Participation rate | 87.4% | 74.7%+12.7pp | 82.5%+4.9pp | 70.2%+17.2pp |
| Annual return | 21.17% | 32.79%-11.6pp | 71.40%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $6,163 | $3,065+101.1% | $4,736+30.1% | $2,177+183.1% |
| Participant deferral / active EE | $3,806 | $5,691-33.1% | $6,710-43.3% | $3,514+8.3% |
| Admin fee / account holder | $13,079 | $569+2200.4% | $10,263+27.4% | $847+1443.8% |