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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 | $184,845 | $84,236+119.4% | $170,435+8.5% | $70,126+163.6% |
| Participation rate | 85.4% | 70.8%+14.5pp | 83.6%+1.8pp | 69.5%+15.8pp |
| Annual return | 12.96% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $7,062 | $3,387+108.5% | $5,432+30.0% | $2,343+201.5% |
| Participant deferral / active EE | $5,743 | $3,086+86.1% | $4,939+16.3% | $3,332+72.4% |
| Admin fee / account holder | $24,045 | $5,698+322.0% | $13,881+73.2% | $4,645+417.6% |