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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 | $186,492 | $76,407+144.1% | $150,298+24.1% | $82,448+126.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 18.39% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $10,284 | $2,614+293.4% | $4,154+147.6% | $2,551+303.1% |
| Participant deferral / active EE | $7,132 | $3,214+121.9% | $5,453+30.8% | $4,139+72.3% |
| Admin fee / account holder | $5,699 | $6,352-10.3% | $14,116-59.6% | $7,234-21.2% |