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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 | $188,203 | $88,672+112.2% | $105,223+78.9% | $82,448+128.3% |
| Participation rate | 85.2% | 67.9%+17.3pp | 75.0%+10.2pp | 68.1%+17.2pp |
| Annual return | 18.72% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $4,465 | $3,048+46.5% | $3,689+21.0% | $2,551+75.0% |
| Participant deferral / active EE | $9,606 | $4,036+138.0% | $5,072+89.4% | $4,139+132.1% |
| Admin fee / account holder | $5,378 | $7,146-24.7% | $8,859-39.3% | $7,234-25.7% |