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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 | $188,699 | $77,817+142.5% | $123,553+52.7% | $64,173+194.0% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.3%+6.9pp | 69.6%+19.6pp |
| Annual return | 1.94% | 12.49%-10.5pp | 119.21%-117.3pp | 7.63%-5.7pp |
| Employer contribution / active EE | $9,373 | $3,014+211.0% | $4,628+102.5% | $2,381+293.7% |
| Participant deferral / active EE | $10,553 | $5,240+101.4% | $6,426+64.2% | $3,470+204.2% |
| Admin fee / account holder | $8,748 | $5,519+58.5% | $9,284-5.8% | $4,887+79.0% |