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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 | $191,787 | $81,331+135.8% | $155,534+23.3% | $80,935+137.0% |
| Participation rate | 89.1% | 66.3%+22.9pp | 78.2%+10.9pp | 67.7%+21.5pp |
| Annual return | 11.12% | 33.37%-22.2pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $8,326 | $3,105+168.2% | $4,675+78.1% | $2,757+202.0% |
| Participant deferral / active EE | $6,248 | $3,454+80.9% | $5,630+11.0% | $4,299+45.3% |
| Admin fee / account holder | $4,997 | $7,999-37.5% | $15,900-68.6% | $6,924-27.8% |