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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 | $158,377 | $91,167+73.7% | $178,498-11.3% | $79,858+98.3% |
| Participation rate | 78.1% | 69.2%+8.9pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 20.16% | 24.19%-4.0pp | 151.09%-130.9pp | 31.72%-11.6pp |
| Employer contribution / active EE | $9,499 | $3,255+191.8% | $5,011+89.6% | $2,471+284.4% |
| Participant deferral / active EE | $1,160 | $3,236-64.1% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $3,733 | $6,747-44.7% | $13,985-73.3% | $5,306-29.6% |