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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 | $81,358+154.7% | $155,556+33.2% | $80,959+156.0% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 17.79% | 33.39%-15.6pp | 64.84%-47.0pp | 35.67%-17.9pp |
| Employer contribution / active EE | $5,823 | $3,106+87.5% | $4,675+24.6% | $2,757+111.2% |
| Participant deferral / active EE | $9,876 | $3,455+185.8% | $5,631+75.4% | $4,300+129.7% |
| Admin fee / account holder | $11,887 | $7,994+48.7% | $15,885-25.2% | $6,925+71.6% |