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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 | $160,202 | $54,763+192.5% | $90,324+77.4% | $72,976+119.5% |
| Participation rate | 73.2% | 65.2%+8.0pp | 73.3%-0.1pp | 69.5%+3.7pp |
| Annual return | 22.59% | 30.63%-8.0pp | 78.15%-55.6pp | 81.02%-58.4pp |
| Employer contribution / active EE | $4,367 | $2,093+108.6% | $2,856+52.9% | $2,440+79.0% |
| Participant deferral / active EE | $7,818 | $2,887+170.8% | $3,885+101.2% | $3,608+116.7% |
| Admin fee / account holder | $21,951 | $3,973+452.4% | $5,356+309.9% | $5,124+328.4% |