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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 | $189,514 | $81,276+133.2% | $155,574+21.8% | $80,925+134.2% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.7%+24.0pp |
| Annual return | 17.06% | 33.36%-16.3pp | 64.87%-47.8pp | 35.65%-18.6pp |
| Employer contribution / active EE | $8,065 | $3,103+159.9% | $4,676+72.5% | $2,756+192.6% |
| Participant deferral / active EE | $6,272 | $3,453+81.6% | $5,629+11.4% | $4,299+45.9% |
| Admin fee / account holder | $2,776 | $7,993-65.3% | $15,914-82.6% | $6,940-60.0% |