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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 | $81,331+164.5% | $155,534+38.3% | $80,935+165.8% |
| Participation rate | 89.5% | 66.3%+23.2pp | 78.2%+11.3pp | 67.7%+21.8pp |
| Annual return | 11.22% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $5,545 | $3,105+78.6% | $4,675+18.6% | $2,757+101.1% |
| Participant deferral / active EE | $5,907 | $3,454+71.0% | $5,630+4.9% | $4,299+37.4% |
| Admin fee / account holder | $2,766 | $7,999-65.4% | $15,900-82.6% | $6,924-60.1% |