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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 | $241,342 | $81,331+196.7% | $155,534+55.2% | $80,935+198.2% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 13.17% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $6,599 | $3,105+112.5% | $4,675+41.2% | $2,757+139.4% |
| Participant deferral / active EE | $8,189 | $3,454+137.1% | $5,630+45.4% | $4,299+90.5% |
| Admin fee / account holder | $5,170 | $7,999-35.4% | $15,900-67.5% | $6,924-25.3% |