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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 | $200,302 | $81,331+146.3% | $155,534+28.8% | $80,935+147.5% |
| Participation rate | 91.0% | 66.3%+24.8pp | 78.2%+12.8pp | 67.7%+23.4pp |
| Annual return | 12.54% | 33.37%-20.8pp | 64.92%-52.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $8,216 | $3,105+164.6% | $4,675+75.7% | $2,757+198.0% |
| Participant deferral / active EE | $6,812 | $3,454+97.2% | $5,630+21.0% | $4,299+58.4% |
| Admin fee / account holder | $3,789 | $7,999-52.6% | $15,900-76.2% | $6,924-45.3% |