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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 | $159,802 | $81,331+96.5% | $155,534+2.7% | $80,935+97.4% |
| Participation rate | 89.5% | 66.3%+23.2pp | 78.2%+11.3pp | 67.7%+21.8pp |
| Annual return | 11.48% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $12,688 | $3,105+308.7% | $4,675+171.4% | $2,757+360.3% |
| Participant deferral / active EE | $7,949 | $3,454+130.1% | $5,630+41.2% | $4,299+84.9% |
| Admin fee / account holder | $32,913 | $7,999+311.5% | $15,900+107.0% | $6,924+375.3% |