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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 | $199,488 | $78,690+153.5% | $161,489+23.5% | $87,485+128.0% |
| Participation rate | 97.2% | 67.5%+29.8pp | 78.7%+18.5pp | 68.9%+28.3pp |
| Annual return | 12.64% | 32.74%-20.1pp | 89.72%-77.1pp | 26.06%-13.4pp |
| Employer contribution / active EE | $4,486 | $2,588+73.3% | $4,268+5.1% | $2,596+72.8% |
| Participant deferral / active EE | $6,879 | $3,311+107.8% | $5,630+22.2% | $4,274+61.0% |
| Admin fee / account holder | $2,575 | $6,724-61.7% | $16,006-83.9% | $7,775-66.9% |