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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 | $196,735 | $81,276+142.1% | $155,574+26.5% | $80,925+143.1% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 14.71% | 33.36%-18.6pp | 64.87%-50.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $9,059 | $3,103+191.9% | $4,676+93.7% | $2,756+228.7% |
| Participant deferral / active EE | $7,121 | $3,453+106.2% | $5,629+26.5% | $4,299+65.7% |
| Admin fee / account holder | $1,796 | $7,993-77.5% | $15,914-88.7% | $6,940-74.1% |