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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 | $206,649 | $77,638+166.2% | $156,551+32.0% | $62,881+228.6% |
| Participation rate | 88.1% | 71.2%+16.9pp | 84.0%+4.1pp | 69.3%+18.8pp |
| Annual return | 7.77% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,879 | $3,444+128.8% | $5,501+43.2% | $2,281+245.5% |
| Participant deferral / active EE | $5,276 | $3,046+73.2% | $4,871+8.3% | $3,203+64.7% |
| Admin fee / account holder | $6,026 | $5,561+8.4% | $13,028-53.7% | $4,296+40.3% |