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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 | $223,049 | $77,901+186.3% | $149,717+49.0% | $75,181+196.7% |
| Participation rate | 92.5% | 65.6%+26.9pp | 78.8%+13.7pp | 67.2%+25.3pp |
| Annual return | 16.07% | 31.73%-15.7pp | 134.41%-118.3pp | 160.69%-144.6pp |
| Employer contribution / active EE | $3,661 | $3,137+16.7% | $4,820-24.1% | $2,671+37.1% |
| Participant deferral / active EE | $9,333 | $3,411+173.6% | $5,682+64.3% | $4,126+126.2% |
| Admin fee / account holder | $3,715 | $5,949-37.6% | $13,213-71.9% | $5,650-34.2% |