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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 | $222,636 | $100,003+122.6% | $146,685+51.8% | $85,856+159.3% |
| Participation rate | 87.5% | 73.1%+14.4pp | 80.1%+7.4pp | 69.3%+18.2pp |
| Annual return | 14.08% | 18.93%-4.9pp | 22.75%-8.7pp | 318.58%-304.5pp |
| Employer contribution / active EE | $4,871 | $2,559+90.3% | $4,137+17.7% | $2,565+89.9% |
| Participant deferral / active EE | $6,478 | $4,006+61.7% | $5,507+17.6% | $3,952+63.9% |
| Admin fee / account holder | $1,125 | $7,704-85.4% | $10,281-89.1% | $6,261-82.0% |