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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 | $81,276+155.0% | $155,574+33.2% | $80,925+156.1% |
| Participation rate | 88.9% | 66.2%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 17.79% | 33.36%-15.6pp | 64.87%-47.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $5,823 | $3,103+87.7% | $4,676+24.5% | $2,756+111.3% |
| Participant deferral / active EE | $9,876 | $3,453+186.0% | $5,629+75.4% | $4,299+129.8% |
| Admin fee / account holder | $11,887 | $7,993+48.7% | $15,914-25.3% | $6,940+71.3% |