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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 | $181,435 | $81,358+123.0% | $155,556+16.6% | $80,959+124.1% |
| Participation rate | 97.6% | 66.3%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 17.93% | 33.39%-15.5pp | 64.84%-46.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $8,204 | $3,106+164.1% | $4,675+75.5% | $2,757+197.5% |
| Participant deferral / active EE | $7,249 | $3,455+109.8% | $5,631+28.7% | $4,300+68.6% |
| Admin fee / account holder | $1,350 | $7,994-83.1% | $15,885-91.5% | $6,925-80.5% |