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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 | $165,911 | $89,259+85.9% | $107,187+54.8% | $82,637+100.8% |
| Participation rate | 75.7% | 67.9%+7.7pp | 75.0%+0.7pp | 68.1%+7.6pp |
| Annual return | 14.38% | 21.02%-6.6pp | 204.55%-190.2pp | 53.51%-39.1pp |
| Employer contribution / active EE | $7,208 | $3,080+134.0% | $3,782+90.6% | $2,552+182.4% |
| Participant deferral / active EE | $4,334 | $4,037+7.4% | $5,096-14.9% | $4,126+5.0% |
| Admin fee / account holder | $4,873 | $7,381-34.0% | $9,162-46.8% | $7,339-33.6% |