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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 | $206,453 | $108,825+89.7% | $156,181+32.2% | $82,448+150.4% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 16.90% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $6,741 | $2,870+134.9% | $4,294+57.0% | $2,551+164.2% |
| Participant deferral / active EE | $12,590 | $4,577+175.1% | $6,132+105.3% | $4,139+204.2% |
| Admin fee / account holder | $10,866 | $9,341+16.3% | $14,586-25.5% | $7,234+50.2% |