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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 | $75,541+171.5% | $152,093+34.8% | $82,637+148.2% |
| Participation rate | 91.3% | 66.5%+24.8pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 13.91% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $7,352 | $2,622+180.3% | $4,175+76.1% | $2,552+188.1% |
| Participant deferral / active EE | $7,708 | $3,206+140.5% | $5,451+41.4% | $4,126+86.8% |
| Admin fee / account holder | $17,690 | $6,405+176.2% | $14,497+22.0% | $7,339+141.0% |