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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 | $177,408 | $68,878+157.6% | $120,574+47.1% | $80,935+119.2% |
| Participation rate | 77.1% | 61.7%+15.4pp | 71.9%+5.1pp | 67.7%+9.4pp |
| Annual return | 13.58% | 23.67%-10.1pp | 107.42%-93.8pp | 35.66%-22.1pp |
| Employer contribution / active EE | $7,687 | $2,065+272.3% | $3,471+121.5% | $2,757+178.9% |
| Participant deferral / active EE | $3,501 | $3,189+9.8% | $4,996-29.9% | $4,299-18.6% |
| Admin fee / account holder | $5,768 | $5,782-0.2% | $9,445-38.9% | $6,924-16.7% |