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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 | $181,316 | $93,617+93.7% | $135,982+33.3% | $75,177+141.2% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+0.9pp | 67.2%+15.7pp |
| Annual return | 19.46% | 30.89%-11.4pp | 68.32%-48.9pp | 160.75%-141.3pp |
| Employer contribution / active EE | $4,457 | $3,538+26.0% | $4,859-8.3% | $2,671+66.9% |
| Participant deferral / active EE | $10,735 | $6,406+67.6% | $7,760+38.3% | $4,126+160.1% |
| Admin fee / account holder | $23,812 | $6,980+241.2% | $10,767+121.2% | $5,651+321.4% |