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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 | $211,121 | $77,472+172.5% | $100,415+110.2% | $80,959+160.8% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.5%+6.7pp | 67.7%+20.6pp |
| Annual return | 24.04% | 37.26%-13.2pp | 49.47%-25.4pp | 35.67%-11.6pp |
| Employer contribution / active EE | $4,957 | $2,800+77.0% | $3,943+25.7% | $2,757+79.8% |
| Participant deferral / active EE | $9,078 | $6,818+33.2% | $8,091+12.2% | $4,300+111.1% |
| Admin fee / account holder | $21,266 | $5,885+261.4% | $7,906+169.0% | $6,925+207.1% |