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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 | $227,708 | $101,752+123.8% | $164,928+38.1% | $80,911+181.4% |
| Participation rate | 76.6% | 71.8%+4.8pp | 78.6%-2.0pp | 67.6%+9.0pp |
| Annual return | 15.12% | 16.73%-1.6pp | 70.08%-55.0pp | 35.63%-20.5pp |
| Employer contribution / active EE | $9,039 | $2,953+206.1% | $4,343+108.1% | $2,756+228.0% |
| Participant deferral / active EE | $6,665 | $4,477+48.9% | $6,034+10.5% | $4,297+55.1% |
| Admin fee / account holder | $25,025 | $8,218+204.5% | $12,684+97.3% | $6,935+260.9% |