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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 | $214,707 | $93,617+129.3% | $135,982+57.9% | $75,177+185.6% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 19.89% | 30.89%-11.0pp | 68.32%-48.4pp | 160.75%-140.9pp |
| Employer contribution / active EE | $9,787 | $3,538+176.6% | $4,859+101.4% | $2,671+266.4% |
| Participant deferral / active EE | $10,914 | $6,406+70.4% | $7,760+40.6% | $4,126+164.5% |
| Admin fee / account holder | $7,786 | $6,980+11.6% | $10,767-27.7% | $5,651+37.8% |