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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 | $188,617 | $69,977+169.5% | $108,582+73.7% | $62,881+200.0% |
| Participation rate | 95.7% | 72.9%+22.8pp | 79.6%+16.1pp | 69.3%+26.4pp |
| Annual return | 6.91% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,617 | $2,135+256.8% | $3,758+102.7% | $2,281+233.9% |
| Participant deferral / active EE | $8,749 | $3,165+176.4% | $4,311+102.9% | $3,203+173.1% |
| Admin fee / account holder | $10,750 | $5,076+111.8% | $7,645+40.6% | $4,296+150.2% |