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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 | $220,763 | $81,358+171.3% | $155,556+41.9% | $80,959+172.7% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 10.80% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $8,067 | $3,106+159.7% | $4,675+72.5% | $2,757+192.6% |
| Participant deferral / active EE | $5,280 | $3,455+52.8% | $5,631-6.2% | $4,300+22.8% |
| Admin fee / account holder | $65,523 | $7,994+719.7% | $15,885+312.5% | $6,925+846.1% |