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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 | $213,385 | $85,171+150.5% | $172,753+23.5% | $72,976+192.4% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 17.93% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $2,838 | $3,324-14.6% | $5,144-44.8% | $2,440+16.3% |
| Participant deferral / active EE | $4,518 | $3,260+38.6% | $5,198-13.1% | $3,608+25.2% |
| Admin fee / account holder | $4,145 | $5,880-29.5% | $13,956-70.3% | $5,124-19.1% |