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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 | $81,358+128.8% | $155,556+19.6% | $80,959+129.9% |
| Participation rate | 82.9% | 66.3%+16.7pp | 78.2%+4.7pp | 67.7%+15.3pp |
| Annual return | 13.81% | 33.39%-19.6pp | 64.84%-51.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $7,485 | $3,106+141.0% | $4,675+60.1% | $2,757+171.5% |
| Participant deferral / active EE | $6,146 | $3,455+77.9% | $5,631+9.1% | $4,300+42.9% |
| Admin fee / account holder | $16,436 | $7,994+105.6% | $15,885+3.5% | $6,925+137.3% |