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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 | $186,572 | $81,276+129.6% | $155,574+19.9% | $80,925+130.6% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 13.38% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $8,133 | $3,103+162.1% | $4,676+73.9% | $2,756+195.1% |
| Participant deferral / active EE | $6,425 | $3,453+86.1% | $5,629+14.1% | $4,299+49.5% |
| Admin fee / account holder | $14,967 | $7,993+87.2% | $15,914-5.9% | $6,940+115.7% |