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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 | $198,266 | $106,749+85.7% | $145,433+36.3% | $82,448+140.5% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 17.74% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $19,306 | $3,444+460.5% | $4,554+323.9% | $2,551+656.8% |
| Participant deferral / active EE | $3,805 | $6,519-41.6% | $7,897-51.8% | $4,139-8.1% |
| Admin fee / account holder | $64,263 | $8,390+666.0% | $13,129+389.5% | $7,234+788.3% |