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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 | $178,126 | $81,358+118.9% | $155,556+14.5% | $80,959+120.0% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 18.61% | 33.39%-14.8pp | 64.84%-46.2pp | 35.67%-17.1pp |
| Employer contribution / active EE | $6,407 | $3,106+106.2% | $4,675+37.0% | $2,757+132.4% |
| Participant deferral / active EE | $3,951 | $3,455+14.3% | $5,631-29.8% | $4,300-8.1% |
| Admin fee / account holder | $6,158 | $7,994-23.0% | $15,885-61.2% | $6,925-11.1% |