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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 | $204,352 | $67,602+202.3% | $82,312+148.3% | $70,126+191.4% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.8pp |
| Annual return | 17.98% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $4,747 | $1,755+170.5% | $2,428+95.5% | $2,343+102.7% |
| Participant deferral / active EE | $6,483 | $2,987+117.0% | $3,706+74.9% | $3,332+94.6% |
| Admin fee / account holder | $15,926 | $4,512+253.0% | $5,608+184.0% | $4,645+242.8% |