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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 | $227,291 | $109,359+107.8% | $162,185+40.1% | $72,976+211.5% |
| Participation rate | 82.1% | 84.3%-2.1pp | 87.6%-5.4pp | 69.5%+12.7pp |
| Annual return | 24.20% | 25.46%-1.3pp | 115.61%-91.4pp | 81.02%-56.8pp |
| Employer contribution / active EE | $9,220 | $3,907+136.0% | $5,613+64.3% | $2,440+277.9% |
| Participant deferral / active EE | $11,751 | $5,481+114.4% | $7,297+61.0% | $3,608+225.7% |
| Admin fee / account holder | $10,099 | $7,972+26.7% | $10,844-6.9% | $5,124+97.1% |