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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 | $173,293 | $46,599+271.9% | $64,101+170.3% | $75,173+130.5% |
| Participation rate | 94.6% | 65.9%+28.7pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 12.80% | 26.06%-13.3pp | 33.72%-20.9pp | 160.72%-147.9pp |
| Employer contribution / active EE | $7,220 | $1,975+265.5% | $2,749+162.7% | $2,671+170.3% |
| Participant deferral / active EE | $7,119 | $2,837+150.9% | $3,881+83.4% | $4,126+72.5% |
| Admin fee / account holder | $6,454 | $2,956+118.3% | $3,070+110.2% | $5,651+14.2% |