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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 | $207,018 | $105,284+96.6% | $150,734+37.3% | $94,015+120.2% |
| Participation rate | 81.0% | 71.7%+9.2pp | 78.4%+2.5pp | 70.8%+10.1pp |
| Annual return | 13.97% | 15.67%-1.7pp | 600.81%-586.8pp | 17.84%-3.9pp |
| Employer contribution / active EE | $1,275 | $3,599-64.6% | $4,918-74.1% | $2,790-54.3% |
| Participant deferral / active EE | $8,425 | $4,274+97.1% | $5,610+50.2% | $4,249+98.3% |
| Admin fee / account holder | $25,016 | $9,839+154.3% | $14,905+67.8% | $8,951+179.5% |