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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 | $185,030 | $47,848+286.7% | $81,473+127.1% | $70,126+163.9% |
| Participation rate | 81.5% | 58.3%+23.2pp | 68.0%+13.5pp | 69.5%+11.9pp |
| Annual return | 22.00% | 27.25%-5.2pp | 38.78%-16.8pp | 73.15%-51.1pp |
| Employer contribution / active EE | $4,400 | $1,527+188.1% | $2,568+71.3% | $2,343+87.8% |
| Participant deferral / active EE | $7,286 | $2,453+197.0% | $3,537+106.0% | $3,332+118.7% |
| Admin fee / account holder | $12,680 | $3,145+303.2% | $4,561+178.0% | $4,645+173.0% |