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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 | $221,819 | $77,638+185.7% | $156,551+41.7% | $62,881+252.8% |
| Participation rate | 87.8% | 71.2%+16.6pp | 84.0%+3.7pp | 69.3%+18.5pp |
| Annual return | 7.95% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $12,423 | $3,444+260.7% | $5,501+125.8% | $2,281+444.6% |
| Participant deferral / active EE | $15,793 | $3,046+418.6% | $4,871+224.2% | $3,203+393.1% |
| Admin fee / account holder | $6,223 | $5,561+11.9% | $13,028-52.2% | $4,296+44.9% |