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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 | $238,852 | $106,524+124.2% | $152,301+56.8% | $87,485+173.0% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.4%+8.0pp | 68.9%+21.5pp |
| Annual return | 15.76% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $7,016 | $3,371+108.1% | $4,624+51.7% | $2,596+170.2% |
| Participant deferral / active EE | $8,928 | $6,525+36.8% | $8,004+11.5% | $4,274+108.9% |
| Admin fee / account holder | $2,500 | $8,287-69.8% | $14,398-82.6% | $7,775-67.8% |