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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 | $218,979 | $99,875+119.3% | $146,866+49.1% | $86,983+151.7% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 14.98% | 28.10%-13.1pp | 102.85%-87.9pp | 25.83%-10.9pp |
| Employer contribution / active EE | $6,977 | $3,224+116.4% | $4,425+57.7% | $2,584+169.9% |
| Participant deferral / active EE | $11,726 | $6,322+85.5% | $7,759+51.1% | $4,194+179.6% |
| Admin fee / account holder | $28,816 | $7,838+267.7% | $13,620+111.6% | $7,856+266.8% |