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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 | $243,596 | $81,276+199.7% | $155,574+56.6% | $80,925+201.0% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 13.99% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $6,541 | $3,103+110.8% | $4,676+39.9% | $2,756+137.3% |
| Participant deferral / active EE | $5,780 | $3,453+67.4% | $5,629+2.7% | $4,299+34.5% |
| Admin fee / account holder | $2,536 | $7,993-68.3% | $15,914-84.1% | $6,940-63.5% |