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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 | $155,359 | $81,331+91.0% | $155,534-0.1% | $80,935+92.0% |
| Participation rate | 90.6% | 66.3%+24.4pp | 78.2%+12.4pp | 67.7%+23.0pp |
| Annual return | 13.10% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $7,864 | $3,105+153.3% | $4,675+68.2% | $2,757+185.3% |
| Participant deferral / active EE | $6,462 | $3,454+87.1% | $5,630+14.8% | $4,299+50.3% |
| Admin fee / account holder | $20,118 | $7,999+151.5% | $15,900+26.5% | $6,924+190.5% |