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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 | $178,572 | $76,407+133.7% | $150,298+18.8% | $82,448+116.6% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 15.36% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,700 | $2,614+118.1% | $4,154+37.2% | $2,551+123.5% |
| Participant deferral / active EE | $7,855 | $3,214+144.4% | $5,453+44.1% | $4,139+89.8% |
| Admin fee / account holder | $21,213 | $6,352+234.0% | $14,116+50.3% | $7,234+193.2% |