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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 | $222,591 | $47,848+365.2% | $81,473+173.2% | $70,126+217.4% |
| Participation rate | 88.9% | 58.3%+30.6pp | 68.0%+20.9pp | 69.5%+19.3pp |
| Annual return | 17.17% | 27.25%-10.1pp | 38.78%-21.6pp | 73.15%-56.0pp |
| Employer contribution / active EE | $7,138 | $1,527+367.4% | $2,568+178.0% | $2,343+204.7% |
| Participant deferral / active EE | $6,459 | $2,453+163.3% | $3,537+82.6% | $3,332+93.9% |
| Admin fee / account holder | $1,350 | $3,145-57.1% | $4,561-70.4% | $4,645-70.9% |