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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 | $156,131 | $45,343+244.3% | $150,298+3.9% | $67,986+129.7% |
| Participation rate | 92.5% | 51.9%+40.7pp | 77.8%+14.8pp | 57.2%+35.3pp |
| Annual return | 15.12% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $3,640 | $1,462+149.0% | $4,154-12.4% | $2,019+80.3% |
| Participant deferral / active EE | $7,338 | $2,055+257.1% | $5,453+34.6% | $3,358+118.5% |
| Admin fee / account holder | $8,412 | $2,250+273.9% | $14,116-40.4% | $3,203+162.6% |