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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 | $202,997 | $77,908+160.6% | $149,696+35.6% | $75,173+170.0% |
| Participation rate | 81.6% | 65.6%+16.0pp | 78.8%+2.8pp | 67.2%+14.4pp |
| Annual return | 20.07% | 31.73%-11.7pp | 134.46%-114.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $9,177 | $3,138+192.5% | $4,821+90.4% | $2,671+243.6% |
| Participant deferral / active EE | $6,790 | $3,411+99.0% | $5,682+19.5% | $4,126+64.5% |
| Admin fee / account holder | $3,650 | $5,950-38.6% | $13,212-72.4% | $5,651-35.4% |