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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 | $249,974 | $81,358+207.3% | $155,556+60.7% | $80,959+208.8% |
| Participation rate | 91.5% | 66.3%+25.2pp | 78.2%+13.3pp | 67.7%+23.8pp |
| Annual return | 18.25% | 33.39%-15.1pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $6,781 | $3,106+118.3% | $4,675+45.0% | $2,757+146.0% |
| Participant deferral / active EE | $7,277 | $3,455+110.6% | $5,631+29.2% | $4,300+69.2% |
| Admin fee / account holder | $15,858 | $7,994+98.4% | $15,885-0.2% | $6,925+129.0% |