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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 | $151,798 | $65,027+133.4% | $90,970+66.9% | $79,852+90.1% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.0%+21.0pp | 69.6%+20.4pp |
| Annual return | 16.73% | 30.45%-13.7pp | 134.58%-117.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $7,087 | $1,247+468.2% | $2,122+233.9% | $2,471+186.8% |
| Participant deferral / active EE | $9,467 | $2,512+276.9% | $3,373+180.6% | $3,740+153.1% |
| Admin fee / account holder | $4,805 | $4,535+5.9% | $5,960-19.4% | $5,306-9.5% |