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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 | $220,105 | $81,331+170.6% | $155,534+41.5% | $80,935+172.0% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 15.23% | 33.37%-18.1pp | 64.92%-49.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $5,663 | $3,105+82.4% | $4,675+21.1% | $2,757+105.4% |
| Participant deferral / active EE | $5,577 | $3,454+61.5% | $5,630-0.9% | $4,299+29.7% |
| Admin fee / account holder | $3,125 | $7,999-60.9% | $15,900-80.3% | $6,924-54.9% |