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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 | $185,930 | $81,276+128.8% | $155,574+19.5% | $80,925+129.8% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.7%+24.3pp |
| Annual return | 11.96% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $8,284 | $3,103+167.0% | $4,676+77.2% | $2,756+200.6% |
| Participant deferral / active EE | $5,710 | $3,453+65.4% | $5,629+1.4% | $4,299+32.8% |
| Admin fee / account holder | $2,825 | $7,993-64.7% | $15,914-82.2% | $6,940-59.3% |