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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 | $81,331+204.3% | $155,534+59.1% | $80,935+205.8% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 13.11% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $8,651 | $3,105+178.7% | $4,675+85.1% | $2,757+213.8% |
| Participant deferral / active EE | $6,949 | $3,454+101.2% | $5,630+23.4% | $4,299+61.6% |
| Admin fee / account holder | $18,155 | $7,999+127.0% | $15,900+14.2% | $6,924+162.2% |