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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 | $81,233+204.7% | $155,567+59.1% | $80,874+206.0% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 13.11% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $8,651 | $3,101+179.0% | $4,674+85.1% | $2,756+213.9% |
| Participant deferral / active EE | $6,949 | $3,452+101.3% | $5,628+23.5% | $4,297+61.7% |
| Admin fee / account holder | $18,155 | $7,998+127.0% | $15,916+14.1% | $6,935+161.8% |