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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 | $189,176 | $72,273+161.8% | $101,275+86.8% | $79,856+136.9% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 10.67% | 22.30%-11.6pp | 46.48%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $6,849 | $2,691+154.5% | $3,660+87.1% | $2,471+177.1% |
| Participant deferral / active EE | $5,241 | $3,282+59.7% | $4,371+19.9% | $3,741+40.1% |
| Admin fee / account holder | $1,164 | $4,401-73.6% | $5,948-80.4% | $5,306-78.1% |