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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 | $192,836 | $78,690+145.1% | $161,489+19.4% | $87,485+120.4% |
| Participation rate | 73.1% | 67.5%+5.6pp | 78.7%-5.6pp | 68.9%+4.1pp |
| Annual return | 12.85% | 32.74%-19.9pp | 89.72%-76.9pp | 26.06%-13.2pp |
| Employer contribution / active EE | $5,637 | $2,588+117.8% | $4,268+32.1% | $2,596+117.1% |
| Participant deferral / active EE | $4,926 | $3,311+48.8% | $5,630-12.5% | $4,274+15.3% |
| Admin fee / account holder | $22,210 | $6,724+230.3% | $16,006+38.8% | $7,775+185.7% |