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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 | $208,556 | $76,407+173.0% | $150,298+38.8% | $82,448+153.0% |
| Participation rate | 97.5% | 66.4%+31.1pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 16.04% | 39.99%-24.0pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $7,076 | $2,614+170.7% | $4,154+70.3% | $2,551+177.4% |
| Participant deferral / active EE | $6,688 | $3,214+108.1% | $5,453+22.7% | $4,139+61.6% |
| Admin fee / account holder | $1,053 | $6,352-83.4% | $14,116-92.5% | $7,234-85.4% |