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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 | $205,075 | $77,814+163.5% | $158,223+29.6% | $86,983+135.8% |
| Participation rate | 91.3% | 68.4%+22.9pp | 79.2%+12.1pp | 69.5%+21.8pp |
| Annual return | 13.91% | 30.54%-16.6pp | 52.09%-38.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $7,352 | $2,592+183.6% | $4,109+78.9% | $2,584+184.5% |
| Participant deferral / active EE | $7,708 | $3,270+135.8% | $5,467+41.0% | $4,194+83.8% |
| Admin fee / account holder | $17,690 | $5,879+200.9% | $16,047+10.2% | $7,856+125.2% |