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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 | $204,058 | $106,524+91.6% | $152,301+34.0% | $87,485+133.3% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.4%+2.8pp | 68.9%+16.4pp |
| Annual return | 14.43% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $5,277 | $3,371+56.5% | $4,624+14.1% | $2,596+103.3% |
| Participant deferral / active EE | $13,130 | $6,525+101.2% | $8,004+64.1% | $4,274+207.2% |
| Admin fee / account holder | $40,342 | $8,287+386.8% | $14,398+180.2% | $7,775+418.9% |