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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 | $206,982 | $76,407+170.9% | $150,298+37.7% | $82,448+151.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.1pp | 68.1%+25.8pp |
| Annual return | 14.50% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $7,723 | $2,614+195.4% | $4,154+85.9% | $2,551+202.7% |
| Participant deferral / active EE | $6,094 | $3,214+89.6% | $5,453+11.8% | $4,139+47.2% |
| Admin fee / account holder | $1,578 | $6,352-75.2% | $14,116-88.8% | $7,234-78.2% |