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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 | $76,407+168.4% | $150,298+36.4% | $82,448+148.7% |
| Participation rate | 91.3% | 66.4%+24.9pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 13.91% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,352 | $2,614+181.2% | $4,154+77.0% | $2,551+188.2% |
| Participant deferral / active EE | $7,708 | $3,214+139.8% | $5,453+41.4% | $4,139+86.2% |
| Admin fee / account holder | $17,690 | $6,352+178.5% | $14,116+25.3% | $7,234+144.5% |