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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 | $213,717 | $81,358+162.7% | $155,556+37.4% | $80,959+164.0% |
| Participation rate | 91.2% | 66.3%+25.0pp | 78.2%+13.0pp | 67.7%+23.6pp |
| Annual return | 15.70% | 33.39%-17.7pp | 64.84%-49.1pp | 35.67%-20.0pp |
| Employer contribution / active EE | $7,765 | $3,106+150.0% | $4,675+66.1% | $2,757+181.6% |
| Participant deferral / active EE | $8,697 | $3,455+151.7% | $5,631+54.5% | $4,300+102.2% |
| Admin fee / account holder | $701 | $7,994-91.2% | $15,885-95.6% | $6,925-89.9% |