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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 | $168,082 | $58,828+185.7% | $78,002+115.5% | $62,881+167.3% |
| Participation rate | 92.3% | 71.1%+21.2pp | 75.5%+16.8pp | 69.3%+23.0pp |
| Annual return | 7.57% | 17.16%-9.6pp | 425.99%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,118 | $1,672+146.3% | $2,470+66.7% | $2,281+80.5% |
| Participant deferral / active EE | $4,044 | $2,686+50.6% | $3,497+15.6% | $3,203+26.2% |
| Admin fee / account holder | $3,908 | $4,393-11.1% | $5,481-28.7% | $4,296-9.0% |