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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 | $186,679 | $106,524+75.2% | $152,301+22.6% | $87,485+113.4% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.4%+5.4pp | 68.9%+18.9pp |
| Annual return | 16.50% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $8,311 | $3,371+146.5% | $4,624+79.7% | $2,596+220.1% |
| Participant deferral / active EE | $7,634 | $6,525+17.0% | $8,004-4.6% | $4,274+78.6% |
| Admin fee / account holder | $29,201 | $8,287+252.4% | $14,398+102.8% | $7,775+275.6% |