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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 | $194,060 | $56,054+246.2% | $171,082+13.4% | $62,881+208.6% |
| Participation rate | 89.3% | 62.9%+26.4pp | 76.7%+12.6pp | 69.3%+20.0pp |
| Annual return | 6.31% | 22.52%-16.2pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $11,500 | $1,731+564.3% | $4,002+187.4% | $2,281+404.2% |
| Participant deferral / active EE | $4,103 | $3,158+29.9% | $4,797-14.5% | $3,203+28.1% |
| Admin fee / account holder | $7,578 | $3,647+107.8% | $8,520-11.0% | $4,296+76.4% |