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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 | $149,579 | $61,605+142.8% | $112,273+33.2% | $75,181+99.0% |
| Participation rate | 83.0% | 61.7%+21.3pp | 72.4%+10.5pp | 67.2%+15.8pp |
| Annual return | 15.27% | 28.47%-13.2pp | 30.23%-15.0pp | 160.69%-145.4pp |
| Employer contribution / active EE | $8,747 | $2,015+334.0% | $3,431+154.9% | $2,671+227.5% |
| Participant deferral / active EE | $4,032 | $3,108+29.7% | $4,800-16.0% | $4,126-2.3% |
| Admin fee / account holder | $14,596 | $4,862+200.2% | $7,752+88.3% | $5,650+158.4% |