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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 | $206,354 | $60,349+241.9% | $74,184+178.2% | $62,881+228.2% |
| Participation rate | 84.1% | 72.7%+11.4pp | 76.6%+7.5pp | 69.3%+14.8pp |
| Annual return | 9.77% | 21.38%-11.6pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $4,447 | $1,680+164.7% | $2,370+87.6% | $2,281+95.0% |
| Participant deferral / active EE | $8,972 | $2,856+214.1% | $3,550+152.8% | $3,203+180.1% |
| Admin fee / account holder | $18,785 | $4,261+340.9% | $5,586+236.3% | $4,296+337.3% |