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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 | $205,722 | $77,814+164.4% | $158,223+30.0% | $86,983+136.5% |
| Participation rate | 89.7% | 68.4%+21.2pp | 79.2%+10.5pp | 69.5%+20.1pp |
| Annual return | 13.25% | 30.54%-17.3pp | 52.09%-38.8pp | 25.83%-12.6pp |
| Employer contribution / active EE | $4,657 | $2,592+79.7% | $4,109+13.3% | $2,584+80.2% |
| Participant deferral / active EE | $5,561 | $3,270+70.1% | $5,467+1.7% | $4,194+32.6% |
| Admin fee / account holder | $27,304 | $5,879+364.4% | $16,047+70.2% | $7,856+247.6% |