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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 | $81,358+150.5% | $155,556+31.0% | $80,959+151.7% |
| Participation rate | 74.7% | 66.3%+8.4pp | 78.2%-3.6pp | 67.7%+7.0pp |
| Annual return | 11.97% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $7,080 | $3,106+127.9% | $4,675+51.4% | $2,757+156.8% |
| Participant deferral / active EE | $4,939 | $3,455+42.9% | $5,631-12.3% | $4,300+14.8% |
| Admin fee / account holder | $1,850 | $7,994-76.9% | $15,885-88.4% | $6,925-73.3% |