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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 | $247,488 | $81,276+204.5% | $155,574+59.1% | $80,925+205.8% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 13.11% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $8,651 | $3,103+178.8% | $4,676+85.0% | $2,756+213.9% |
| Participant deferral / active EE | $6,949 | $3,453+101.3% | $5,629+23.4% | $4,299+61.7% |
| Admin fee / account holder | $18,155 | $7,993+127.1% | $15,914+14.1% | $6,940+161.6% |