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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 | $249,562 | $81,276+207.1% | $155,574+60.4% | $80,925+208.4% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 14.54% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $6,442 | $3,103+107.6% | $4,676+37.8% | $2,756+133.7% |
| Participant deferral / active EE | $7,052 | $3,453+104.2% | $5,629+25.3% | $4,299+64.0% |
| Admin fee / account holder | $4,522 | $7,993-43.4% | $15,914-71.6% | $6,940-34.8% |