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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 | $220,697 | $91,198+142.0% | $178,503+23.6% | $79,856+176.4% |
| Participation rate | 79.5% | 69.2%+10.3pp | 81.9%-2.4pp | 69.6%+9.9pp |
| Annual return | 10.58% | 24.20%-13.6pp | 151.12%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $9,938 | $3,257+205.2% | $5,011+98.3% | $2,471+302.1% |
| Participant deferral / active EE | $9,896 | $3,237+205.8% | $5,202+90.2% | $3,741+164.6% |
| Admin fee / account holder | $9,697 | $6,748+43.7% | $13,987-30.7% | $5,306+82.7% |