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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 | $81,262+91.2% | $155,602-0.2% | $80,911+92.0% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.6%+23.0pp |
| Annual return | 13.10% | 33.34%-20.2pp | 64.81%-51.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $7,864 | $3,102+153.5% | $4,675+68.2% | $2,756+185.4% |
| Participant deferral / active EE | $6,462 | $3,451+87.2% | $5,629+14.8% | $4,297+50.4% |
| Admin fee / account holder | $20,118 | $7,992+151.7% | $15,923+26.3% | $6,935+190.1% |