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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 | $208,880 | $45,343+360.7% | $150,298+39.0% | $67,986+207.2% |
| Participation rate | 86.4% | 51.9%+34.5pp | 77.8%+8.6pp | 57.2%+29.2pp |
| Annual return | 16.85% | 33.28%-16.4pp | 62.79%-45.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $5,650 | $1,462+286.5% | $4,154+36.0% | $2,019+179.9% |
| Participant deferral / active EE | $5,789 | $2,055+181.8% | $5,453+6.2% | $3,358+72.4% |
| Admin fee / account holder | $2,710 | $2,250+20.5% | $14,116-80.8% | $3,203-15.4% |