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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 | $178,297 | $72,471+146.0% | $94,215+89.2% | $86,983+105.0% |
| Participation rate | 84.4% | 63.9%+20.5pp | 70.0%+14.4pp | 69.5%+14.8pp |
| Annual return | 18.03% | 26.44%-8.4pp | 28.22%-10.2pp | 25.83%-7.8pp |
| Employer contribution / active EE | $5,352 | $1,936+176.5% | $2,675+100.1% | $2,584+107.1% |
| Participant deferral / active EE | $11,736 | $3,397+245.5% | $4,276+174.5% | $4,194+179.8% |
| Admin fee / account holder | $1,089 | $6,468-83.2% | $10,216-89.3% | $7,856-86.1% |