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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 | $202,398 | $108,825+86.0% | $156,181+29.6% | $82,448+145.5% |
| Participation rate | 89.8% | 72.4%+17.5pp | 78.8%+11.0pp | 68.1%+21.8pp |
| Annual return | 17.39% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,553 | $2,870+163.2% | $4,294+75.9% | $2,551+196.1% |
| Participant deferral / active EE | $5,048 | $4,577+10.3% | $6,132-17.7% | $4,139+22.0% |
| Admin fee / account holder | $5,753 | $9,341-38.4% | $14,586-60.6% | $7,234-20.5% |