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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 | $181,226 | $99,875+81.5% | $146,866+23.4% | $86,983+108.3% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.5%+7.1pp |
| Annual return | 14.53% | 28.10%-13.6pp | 102.85%-88.3pp | 25.83%-11.3pp |
| Employer contribution / active EE | $5,566 | $3,224+72.6% | $4,425+25.8% | $2,584+115.4% |
| Participant deferral / active EE | $11,682 | $6,322+84.8% | $7,759+50.6% | $4,194+178.5% |
| Admin fee / account holder | $23,306 | $7,838+197.4% | $13,620+71.1% | $7,856+196.7% |