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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 | $206,451 | $76,551+169.7% | $123,894+66.6% | $62,881+228.3% |
| Participation rate | 89.6% | 73.0%+16.6pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $8,618 | $2,882+199.0% | $4,617+86.7% | $2,281+277.8% |
| Participant deferral / active EE | $5,590 | $4,840+15.5% | $5,984-6.6% | $3,203+74.5% |
| Admin fee / account holder | $35,912 | $4,826+644.2% | $8,357+329.7% | $4,296+736.0% |