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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 | $193,539 | $76,407+153.3% | $150,298+28.8% | $82,448+134.7% |
| Participation rate | 87.8% | 66.4%+21.4pp | 77.8%+10.0pp | 68.1%+19.7pp |
| Annual return | 17.65% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $6,608 | $2,614+152.8% | $4,154+59.1% | $2,551+159.0% |
| Participant deferral / active EE | $5,874 | $3,214+82.7% | $5,453+7.7% | $4,139+41.9% |
| Admin fee / account holder | $61,967 | $6,352+875.6% | $14,116+339.0% | $7,234+756.6% |