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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 | $81,276+163.0% | $155,574+37.4% | $80,925+164.1% |
| Participation rate | 91.2% | 66.2%+25.0pp | 78.2%+13.0pp | 67.7%+23.6pp |
| Annual return | 15.70% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $7,765 | $3,103+150.3% | $4,676+66.1% | $2,756+181.7% |
| Participant deferral / active EE | $8,697 | $3,453+151.9% | $5,629+54.5% | $4,299+102.3% |
| Admin fee / account holder | $701 | $7,993-91.2% | $15,914-95.6% | $6,940-89.9% |