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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 | $214,072 | $73,988+189.3% | $96,538+121.7% | $75,177+184.8% |
| Participation rate | 87.4% | 66.4%+20.9pp | 74.3%+13.0pp | 67.2%+20.2pp |
| Annual return | 16.30% | 26.73%-10.4pp | 35.74%-19.4pp | 160.75%-144.5pp |
| Employer contribution / active EE | $6,603 | $2,930+125.3% | $3,740+76.5% | $2,671+147.2% |
| Participant deferral / active EE | $7,529 | $3,660+105.7% | $4,880+54.3% | $4,126+82.5% |
| Admin fee / account holder | $20,372 | $5,220+290.3% | $6,737+202.4% | $5,651+260.5% |