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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 | $225,956 | $95,406+136.8% | $185,849+21.6% | $85,847+163.2% |
| Participation rate | 73.8% | 68.8%+5.0pp | 81.7%-7.9pp | 69.3%+4.5pp |
| Annual return | 13.00% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $7,993 | $3,314+141.2% | $5,169+54.6% | $2,565+211.6% |
| Participant deferral / active EE | $5,366 | $3,424+56.7% | $5,569-3.6% | $3,952+35.8% |
| Admin fee / account holder | $4,349 | $7,214-39.7% | $16,244-73.2% | $6,261-30.5% |