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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 | $106,749+91.2% | $145,433+40.3% | $82,448+147.5% |
| Participation rate | 85.3% | 75.6%+9.6pp | 82.1%+3.2pp | 68.1%+17.2pp |
| Annual return | 14.43% | 27.59%-13.2pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,277 | $3,444+53.2% | $4,554+15.9% | $2,551+106.9% |
| Participant deferral / active EE | $13,130 | $6,519+101.4% | $7,897+66.3% | $4,139+217.2% |
| Admin fee / account holder | $40,342 | $8,390+380.8% | $13,129+207.3% | $7,234+457.7% |