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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 | $177,602 | $77,638+128.8% | $156,551+13.4% | $62,881+182.4% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,345 | $3,444+26.2% | $5,501-21.0% | $2,281+90.5% |
| Participant deferral / active EE | $3,517 | $3,046+15.5% | $4,871-27.8% | $3,203+9.8% |
| Admin fee / account holder | $2,318 | $5,561-58.3% | $13,028-82.2% | $4,296-46.0% |