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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 | $207,875 | $81,358+155.5% | $155,556+33.6% | $80,959+156.8% |
| Participation rate | 93.9% | 66.3%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 15.98% | 33.39%-17.4pp | 64.84%-48.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $5,025 | $3,106+61.7% | $4,675+7.5% | $2,757+82.2% |
| Participant deferral / active EE | $4,738 | $3,455+37.1% | $5,631-15.9% | $4,300+10.2% |
| Admin fee / account holder | $5,848 | $7,994-26.8% | $15,885-63.2% | $6,925-15.6% |