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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 | $195,756 | $100,811+94.2% | $86,698+125.8% | $134,545+45.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | 9.01% | 29.11%-20.1pp | 35.96%-27.0pp | 418.37%-409.4pp |
| Employer contribution / active EE | $16,213 | $3,490+364.5% | $2,837+471.5% | $4,742+241.9% |
| Participant deferral / active EE | $12,833 | $5,339+140.3% | $4,656+175.6% | $6,401+100.5% |
| Admin fee / account holder | $5,878 | $10,926-46.2% | $7,492-21.5% | $11,431-48.6% |