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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 | $246,233 | $81,276+203.0% | $155,574+58.3% | $80,925+204.3% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.8pp | 67.7%+14.4pp |
| Annual return | 15.72% | 33.36%-17.6pp | 64.87%-49.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $7,258 | $3,103+133.9% | $4,676+55.2% | $2,756+163.3% |
| Participant deferral / active EE | $5,430 | $3,453+57.3% | $5,629-3.5% | $4,299+26.3% |
| Admin fee / account holder | $2,086 | $7,993-73.9% | $15,914-86.9% | $6,940-69.9% |