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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 | $185,840 | $81,331+128.5% | $155,534+19.5% | $80,935+129.6% |
| Participation rate | 72.7% | 66.3%+6.5pp | 78.2%-5.5pp | 67.7%+5.1pp |
| Annual return | 10.69% | 33.37%-22.7pp | 64.92%-54.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $4,912 | $3,105+58.2% | $4,675+5.1% | $2,757+78.2% |
| Participant deferral / active EE | $5,004 | $3,454+44.9% | $5,630-11.1% | $4,299+16.4% |
| Admin fee / account holder | $4,411 | $7,999-44.9% | $15,900-72.3% | $6,924-36.3% |