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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 | $81,233+133.3% | $155,567+21.8% | $80,874+134.3% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 17.06% | 33.33%-16.3pp | 64.74%-47.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $8,065 | $3,101+160.1% | $4,674+72.6% | $2,756+192.7% |
| Participant deferral / active EE | $6,272 | $3,452+81.7% | $5,628+11.4% | $4,297+46.0% |
| Admin fee / account holder | $2,776 | $7,998-65.3% | $15,916-82.6% | $6,935-60.0% |