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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 | $176,649 | $68,880+156.5% | $120,580+46.5% | $80,959+118.2% |
| Participation rate | 96.0% | 61.7%+34.3pp | 72.0%+24.0pp | 67.7%+28.3pp |
| Annual return | 13.86% | 23.68%-9.8pp | 107.48%-93.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $6,002 | $2,066+190.5% | $3,469+73.0% | $2,757+117.7% |
| Participant deferral / active EE | $9,575 | $3,191+200.1% | $4,995+91.7% | $4,300+122.7% |
| Admin fee / account holder | $25,048 | $5,785+333.0% | $9,418+165.9% | $6,925+261.7% |