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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 | $81,276+207.6% | $155,574+60.7% | $80,925+208.9% |
| Participation rate | 91.5% | 66.2%+25.2pp | 78.2%+13.3pp | 67.7%+23.8pp |
| Annual return | 18.25% | 33.36%-15.1pp | 64.87%-46.6pp | 35.65%-17.4pp |
| Employer contribution / active EE | $6,781 | $3,103+118.5% | $4,676+45.0% | $2,756+146.0% |
| Participant deferral / active EE | $7,277 | $3,453+110.8% | $5,629+29.3% | $4,299+69.3% |
| Admin fee / account holder | $15,858 | $7,993+98.4% | $15,914-0.4% | $6,940+128.5% |