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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 | $178,749 | $77,908+129.4% | $149,696+19.4% | $75,173+137.8% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 14.73% | 31.73%-17.0pp | 134.46%-119.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $3,598 | $3,138+14.7% | $4,821-25.4% | $2,671+34.7% |
| Participant deferral / active EE | $10,196 | $3,411+198.9% | $5,682+79.4% | $4,126+147.1% |
| Admin fee / account holder | $1,643 | $5,950-72.4% | $13,212-87.6% | $5,651-70.9% |