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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 | $202,287 | $76,551+164.3% | $123,894+63.3% | $62,881+221.7% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.3pp | 69.3%+18.5pp |
| Annual return | 9.95% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $4,907 | $2,882+70.3% | $4,617+6.3% | $2,281+115.2% |
| Participant deferral / active EE | $8,778 | $4,840+81.4% | $5,984+46.7% | $3,203+174.0% |
| Admin fee / account holder | $6,258 | $4,826+29.7% | $8,357-25.1% | $4,296+45.7% |