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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 | $230,350 | $91,559+151.6% | $133,971+71.9% | $79,852+188.5% |
| Participation rate | 77.4% | 73.3%+4.0pp | 79.8%-2.5pp | 69.6%+7.7pp |
| Annual return | 12.50% | 61.85%-49.4pp | 45.09%-32.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $5,978 | $2,384+150.8% | $3,919+52.6% | $2,471+141.9% |
| Participant deferral / active EE | $8,613 | $3,734+130.7% | $5,047+70.6% | $3,740+130.3% |
| Admin fee / account holder | $16,435 | $6,321+160.0% | $8,929+84.0% | $5,306+209.7% |