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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 | $215,119 | $81,358+164.4% | $155,556+38.3% | $80,959+165.7% |
| Participation rate | 89.5% | 66.3%+23.2pp | 78.2%+11.2pp | 67.7%+21.8pp |
| Annual return | 11.22% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,545 | $3,106+78.5% | $4,675+18.6% | $2,757+101.1% |
| Participant deferral / active EE | $5,907 | $3,455+70.9% | $5,631+4.9% | $4,300+37.4% |
| Admin fee / account holder | $2,766 | $7,994-65.4% | $15,885-82.6% | $6,925-60.1% |