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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 | $185,983 | $91,198+103.9% | $178,503+4.2% | $79,856+132.9% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 12.10% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $8,751 | $3,257+168.7% | $5,011+74.6% | $2,471+254.1% |
| Participant deferral / active EE | $6,789 | $3,237+109.8% | $5,202+30.5% | $3,741+81.5% |
| Admin fee / account holder | $2,282 | $6,748-66.2% | $13,987-83.7% | $5,306-57.0% |