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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 | $183,400 | $77,908+135.4% | $149,696+22.5% | $75,173+144.0% |
| Participation rate | 98.2% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.0pp |
| Annual return | 16.83% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $6,915 | $3,138+120.4% | $4,821+43.4% | $2,671+158.9% |
| Participant deferral / active EE | $5,440 | $3,411+59.5% | $5,682-4.3% | $4,126+31.8% |
| Admin fee / account holder | $2,224 | $5,950-62.6% | $13,212-83.2% | $5,651-60.6% |