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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 | $216,789 | $106,524+103.5% | $152,301+42.3% | $87,485+147.8% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.4%+15.9pp | 68.9%+29.4pp |
| Annual return | 16.28% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $7,300 | $3,371+116.5% | $4,624+57.9% | $2,596+181.2% |
| Participant deferral / active EE | $13,098 | $6,525+100.7% | $8,004+63.6% | $4,274+206.5% |
| Admin fee / account holder | $760 | $8,287-90.8% | $14,398-94.7% | $7,775-90.2% |