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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 | $207,018 | $93,345+121.8% | $119,126+73.8% | $87,485+136.6% |
| Participation rate | 81.0% | 68.7%+12.2pp | 75.8%+5.2pp | 68.9%+12.0pp |
| Annual return | 13.97% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,275 | $3,172-59.8% | $4,034-68.4% | $2,596-50.9% |
| Participant deferral / active EE | $8,425 | $4,099+105.5% | $5,318+58.4% | $4,274+97.1% |
| Admin fee / account holder | $25,016 | $8,039+211.2% | $10,693+133.9% | $7,775+221.8% |