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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 | $203,798 | $81,276+150.7% | $155,574+31.0% | $80,925+151.8% |
| Participation rate | 74.7% | 66.2%+8.4pp | 78.2%-3.5pp | 67.7%+7.0pp |
| Annual return | 11.97% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $7,080 | $3,103+128.2% | $4,676+51.4% | $2,756+156.9% |
| Participant deferral / active EE | $4,939 | $3,453+43.0% | $5,629-12.3% | $4,299+14.9% |
| Admin fee / account holder | $1,850 | $7,993-76.9% | $15,914-88.4% | $6,940-73.4% |