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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 | $208,095 | $108,825+91.2% | $156,181+33.2% | $82,448+152.4% |
| Participation rate | 89.8% | 72.4%+17.4pp | 78.8%+11.0pp | 68.1%+21.7pp |
| Annual return | 17.09% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,941 | $2,870+141.9% | $4,294+61.7% | $2,551+172.1% |
| Participant deferral / active EE | $10,536 | $4,577+130.2% | $6,132+71.8% | $4,139+154.5% |
| Admin fee / account holder | $609 | $9,341-93.5% | $14,586-95.8% | $7,234-91.6% |