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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 | $171,381 | $77,814+120.2% | $158,223+8.3% | $86,983+97.0% |
| Participation rate | 77.1% | 68.4%+8.7pp | 79.2%-2.1pp | 69.5%+7.6pp |
| Annual return | 12.79% | 30.54%-17.7pp | 52.09%-39.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $4,993 | $2,592+92.6% | $4,109+21.5% | $2,584+93.2% |
| Participant deferral / active EE | $6,363 | $3,270+94.6% | $5,467+16.4% | $4,194+51.7% |
| Admin fee / account holder | $27,297 | $5,879+364.3% | $16,047+70.1% | $7,856+247.5% |