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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 | $186,111 | $81,276+129.0% | $155,574+19.6% | $80,925+130.0% |
| Participation rate | 82.9% | 66.2%+16.7pp | 78.2%+4.7pp | 67.7%+15.3pp |
| Annual return | 13.81% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $7,485 | $3,103+141.2% | $4,676+60.1% | $2,756+171.6% |
| Participant deferral / active EE | $6,146 | $3,453+78.0% | $5,629+9.2% | $4,299+43.0% |
| Admin fee / account holder | $16,436 | $7,993+105.6% | $15,914+3.3% | $6,940+136.8% |