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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 | $227,540 | $91,474+148.8% | $135,982+67.3% | $71,529+218.1% |
| Participation rate | 83.5% | 75.7%+7.8pp | 81.9%+1.6pp | 67.9%+15.5pp |
| Annual return | 18.70% | 29.89%-11.2pp | 68.32%-49.6pp | 28.97%-10.3pp |
| Employer contribution / active EE | $6,842 | $3,705+84.7% | $4,859+40.8% | $2,590+164.2% |
| Participant deferral / active EE | $9,057 | $7,095+27.7% | $7,760+16.7% | $4,291+111.1% |
| Admin fee / account holder | $10,640 | $1,267+739.6% | $10,767-1.2% | $1,588+569.8% |