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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 | $225,352 | $95,453+136.1% | $112,040+101.1% | $82,448+173.3% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 14.69% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $7,719 | $2,318+233.0% | $2,954+161.3% | $2,551+202.6% |
| Participant deferral / active EE | $6,600 | $4,224+56.2% | $5,098+29.5% | $4,139+59.4% |
| Admin fee / account holder | $20,158 | $9,013+123.6% | $12,098+66.6% | $7,234+178.6% |