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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 | $155,677 | $54,763+184.3% | $90,324+72.4% | $72,976+113.3% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 17.31% | 30.63%-13.3pp | 78.15%-60.8pp | 81.02%-63.7pp |
| Employer contribution / active EE | $4,934 | $2,093+135.7% | $2,856+72.8% | $2,440+102.2% |
| Participant deferral / active EE | $2,979 | $2,887+3.2% | $3,885-23.3% | $3,608-17.4% |
| Admin fee / account holder | $12,484 | $3,973+214.2% | $5,356+133.1% | $5,124+143.6% |