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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 | $183,635 | $77,908+135.7% | $149,696+22.7% | $75,173+144.3% |
| Participation rate | 79.1% | 65.6%+13.5pp | 78.8%+0.3pp | 67.2%+11.9pp |
| Annual return | 21.05% | 31.73%-10.7pp | 134.46%-113.4pp | 160.72%-139.7pp |
| Employer contribution / active EE | $6,535 | $3,138+108.3% | $4,821+35.6% | $2,671+144.7% |
| Participant deferral / active EE | $5,511 | $3,411+61.6% | $5,682-3.0% | $4,126+33.6% |
| Admin fee / account holder | $3,614 | $5,950-39.3% | $13,212-72.6% | $5,651-36.0% |