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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 | $186,512 | $81,331+129.3% | $155,534+19.9% | $80,935+130.4% |
| Participation rate | 98.6% | 66.3%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 11.70% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $8,591 | $3,105+176.7% | $4,675+83.8% | $2,757+211.6% |
| Participant deferral / active EE | $1,481 | $3,454-57.1% | $5,630-73.7% | $4,299-65.6% |
| Admin fee / account holder | $10,577 | $7,999+32.2% | $15,900-33.5% | $6,924+52.8% |