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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 | $186,679 | $99,875+86.9% | $146,866+27.1% | $86,983+114.6% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.5%+18.3pp |
| Annual return | 16.50% | 28.10%-11.6pp | 102.85%-86.4pp | 25.83%-9.3pp |
| Employer contribution / active EE | $8,311 | $3,224+157.8% | $4,425+87.8% | $2,584+221.6% |
| Participant deferral / active EE | $7,634 | $6,322+20.7% | $7,759-1.6% | $4,194+82.0% |
| Admin fee / account holder | $29,201 | $7,838+272.6% | $13,620+114.4% | $7,856+271.7% |