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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 | $186,421 | $81,276+129.4% | $155,574+19.8% | $80,925+130.4% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 17.67% | 33.36%-15.7pp | 64.87%-47.2pp | 35.65%-18.0pp |
| Employer contribution / active EE | $9,841 | $3,103+217.1% | $4,676+110.5% | $2,756+257.0% |
| Participant deferral / active EE | $6,443 | $3,453+86.6% | $5,629+14.5% | $4,299+49.9% |
| Admin fee / account holder | $1,587 | $7,993-80.1% | $15,914-90.0% | $6,940-77.1% |