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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 | $81,262+187.2% | $155,602+50.0% | $80,911+188.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 13.46% | 33.34%-19.9pp | 64.81%-51.3pp | 35.63%-22.2pp |
| Employer contribution / active EE | $9,660 | $3,102+211.4% | $4,675+106.6% | $2,756+250.5% |
| Participant deferral / active EE | $6,727 | $3,451+94.9% | $5,629+19.5% | $4,297+56.5% |
| Admin fee / account holder | $2,670 | $7,992-66.6% | $15,923-83.2% | $6,935-61.5% |