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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 | $103,141 | $46,599+121.3% | $64,101+60.9% | $75,173+37.2% |
| Participation rate | 73.7% | 65.9%+7.7pp | 72.3%+1.4pp | 67.2%+6.5pp |
| Annual return | 13.15% | 26.06%-12.9pp | 33.72%-20.6pp | 160.72%-147.6pp |
| Employer contribution / active EE | $7,951 | $1,975+302.5% | $2,749+189.3% | $2,671+197.7% |
| Participant deferral / active EE | $13,101 | $2,837+361.8% | $3,881+237.6% | $4,126+217.5% |
| Admin fee / account holder | $15,353 | $2,956+419.4% | $3,070+400.1% | $5,651+171.7% |