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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 | $234,428 | $101,795+130.3% | $165,100+42.0% | $80,959+189.6% |
| Participation rate | 90.8% | 71.8%+19.0pp | 78.6%+12.2pp | 67.7%+23.1pp |
| Annual return | 13.29% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $7,482 | $2,954+153.3% | $4,348+72.1% | $2,757+171.4% |
| Participant deferral / active EE | $10,248 | $4,476+129.0% | $6,035+69.8% | $4,300+138.3% |
| Admin fee / account holder | $14,930 | $8,221+81.6% | $12,696+17.6% | $6,925+115.6% |