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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 | $185,187 | $77,638+138.5% | $156,551+18.3% | $62,881+194.5% |
| Participation rate | 85.1% | 71.2%+13.9pp | 84.0%+1.1pp | 69.3%+15.8pp |
| Annual return | 7.24% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,660 | $3,444+64.3% | $5,501+2.9% | $2,281+148.1% |
| Participant deferral / active EE | $5,154 | $3,046+69.2% | $4,871+5.8% | $3,203+60.9% |
| Admin fee / account holder | $26,846 | $5,561+382.7% | $13,028+106.1% | $4,296+525.0% |