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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 | $173,903 | $58,099+199.3% | $76,902+126.1% | $75,177+131.3% |
| Participation rate | 80.6% | 63.9%+16.7pp | 69.6%+11.0pp | 67.2%+13.4pp |
| Annual return | 13.77% | 26.71%-12.9pp | 37.91%-24.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $4,512 | $1,996+126.1% | $2,534+78.1% | $2,671+68.9% |
| Participant deferral / active EE | $5,120 | $2,999+70.7% | $3,833+33.6% | $4,126+24.1% |
| Admin fee / account holder | $7,610 | $4,778+59.3% | $5,479+38.9% | $5,651+34.7% |