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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 | $235,462 | $77,920+202.2% | $149,723+57.3% | $75,177+213.2% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.4pp | 67.2%+10.2pp |
| Annual return | 16.87% | 31.72%-14.9pp | 134.50%-117.6pp | 160.75%-143.9pp |
| Employer contribution / active EE | $7,337 | $3,138+133.8% | $4,821+52.2% | $2,671+174.7% |
| Participant deferral / active EE | $7,220 | $3,411+111.6% | $5,682+27.1% | $4,126+75.0% |
| Admin fee / account holder | $18,493 | $5,951+210.8% | $13,215+39.9% | $5,651+227.2% |