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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 | $81,358+128.5% | $155,556+19.5% | $80,959+129.7% |
| Participation rate | 91.9% | 66.3%+25.7pp | 78.2%+13.7pp | 67.7%+24.3pp |
| Annual return | 11.96% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $8,284 | $3,106+166.7% | $4,675+77.2% | $2,757+200.5% |
| Participant deferral / active EE | $5,710 | $3,455+65.2% | $5,631+1.4% | $4,300+32.8% |
| Admin fee / account holder | $2,825 | $7,994-64.7% | $15,885-82.2% | $6,925-59.2% |