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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 | $168,184 | $45,343+270.9% | $150,298+11.9% | $67,986+147.4% |
| Participation rate | 78.9% | 51.9%+27.1pp | 77.8%+1.2pp | 57.2%+21.7pp |
| Annual return | 14.81% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $5,526 | $1,462+278.0% | $4,154+33.0% | $2,019+173.7% |
| Participant deferral / active EE | $4,949 | $2,055+140.9% | $5,453-9.2% | $3,358+47.4% |
| Admin fee / account holder | $6,306 | $2,250+180.3% | $14,116-55.3% | $3,203+96.9% |