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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 | $180,485 | $81,233+122.2% | $155,567+16.0% | $80,874+123.2% |
| Participation rate | 98.8% | 66.2%+32.6pp | 78.2%+20.6pp | 67.6%+31.1pp |
| Annual return | 15.20% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $9,987 | $3,101+222.1% | $4,674+113.7% | $2,756+262.4% |
| Participant deferral / active EE | $4,682 | $3,452+35.6% | $5,628-16.8% | $4,297+9.0% |
| Admin fee / account holder | $4,668 | $7,998-41.6% | $15,916-70.7% | $6,935-32.7% |