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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 | $205,073 | $87,834+133.5% | $133,975+53.1% | $62,881+226.1% |
| Participation rate | 91.2% | 83.4%+7.8pp | 87.1%+4.1pp | 69.3%+21.9pp |
| Annual return | 6.70% | 12.05%-5.4pp | 29.29%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $8,824 | $3,482+153.4% | $5,211+69.3% | $2,281+286.8% |
| Participant deferral / active EE | $3,172 | $4,812-34.1% | $6,282-49.5% | $3,203-1.0% |
| Admin fee / account holder | $1,461 | $5,372-72.8% | $9,324-84.3% | $4,296-66.0% |