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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 | $207,257 | $81,233+155.1% | $155,567+33.2% | $80,874+156.3% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.2pp |
| Annual return | 17.79% | 33.33%-15.5pp | 64.74%-46.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $5,823 | $3,101+87.8% | $4,674+24.6% | $2,756+111.3% |
| Participant deferral / active EE | $9,876 | $3,452+186.1% | $5,628+75.5% | $4,297+129.8% |
| Admin fee / account holder | $11,887 | $7,998+48.6% | $15,916-25.3% | $6,935+71.4% |