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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 | $170,235 | $91,179+86.7% | $178,499-4.6% | $79,852+113.2% |
| Participation rate | 81.7% | 69.2%+12.5pp | 81.9%-0.3pp | 69.6%+12.0pp |
| Annual return | 17.49% | 24.19%-6.7pp | 151.10%-133.6pp | 31.72%-14.2pp |
| Employer contribution / active EE | $10,123 | $3,256+210.9% | $5,011+102.0% | $2,471+309.7% |
| Participant deferral / active EE | $5,666 | $3,236+75.1% | $5,202+8.9% | $3,740+51.5% |
| Admin fee / account holder | $9,585 | $6,749+42.0% | $13,986-31.5% | $5,306+80.6% |