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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 | $205,012 | $76,551+167.8% | $123,894+65.5% | $62,881+226.0% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 13.53% | 18.68%-5.1pp | 47.52%-34.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $6,791 | $2,882+135.6% | $4,617+47.1% | $2,281+197.7% |
| Participant deferral / active EE | $8,607 | $4,840+77.8% | $5,984+43.8% | $3,203+168.7% |
| Admin fee / account holder | $12,955 | $4,826+168.5% | $8,357+55.0% | $4,296+201.6% |