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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 | $81,358+132.9% | $155,556+21.8% | $80,959+134.1% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 17.06% | 33.39%-16.3pp | 64.84%-47.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $8,065 | $3,106+159.6% | $4,675+72.5% | $2,757+192.5% |
| Participant deferral / active EE | $6,272 | $3,455+81.5% | $5,631+11.4% | $4,300+45.8% |
| Admin fee / account holder | $2,776 | $7,994-65.3% | $15,885-82.5% | $6,925-59.9% |