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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 | $244,789 | $56,054+336.7% | $171,082+43.1% | $62,881+289.3% |
| Participation rate | 93.2% | 62.9%+30.3pp | 76.7%+16.5pp | 69.3%+23.9pp |
| Annual return | 7.26% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $10,128 | $1,731+485.1% | $4,002+153.1% | $2,281+344.0% |
| Participant deferral / active EE | $7,833 | $3,158+148.0% | $4,797+63.3% | $3,203+144.6% |
| Admin fee / account holder | $13,487 | $3,647+269.8% | $8,520+58.3% | $4,296+214.0% |