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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 | $145,271 | $68,880+110.9% | $120,580+20.5% | $80,959+79.4% |
| Participation rate | 88.5% | 61.7%+26.8pp | 72.0%+16.5pp | 67.7%+20.8pp |
| Annual return | 10.34% | 23.68%-13.3pp | 107.48%-97.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $6,090 | $2,066+194.7% | $3,469+75.5% | $2,757+120.9% |
| Participant deferral / active EE | $1,788 | $3,191-43.9% | $4,995-64.2% | $4,300-58.4% |
| Admin fee / account holder | $18,881 | $5,785+226.4% | $9,418+100.5% | $6,925+172.6% |