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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 | $233,389 | $81,331+187.0% | $155,534+50.1% | $80,935+188.4% |
| Participation rate | 85.7% | 66.3%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 13.46% | 33.37%-19.9pp | 64.92%-51.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $9,660 | $3,105+211.1% | $4,675+106.6% | $2,757+250.4% |
| Participant deferral / active EE | $6,727 | $3,454+94.7% | $5,630+19.5% | $4,299+56.5% |
| Admin fee / account holder | $2,670 | $7,999-66.6% | $15,900-83.2% | $6,924-61.4% |