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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 | $219,792 | $108,825+102.0% | $156,181+40.7% | $82,448+166.6% |
| Participation rate | 88.6% | 72.4%+16.2pp | 78.8%+9.8pp | 68.1%+20.5pp |
| Annual return | 17.56% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $5,058 | $2,870+76.3% | $4,294+17.8% | $2,551+98.3% |
| Participant deferral / active EE | $8,399 | $4,577+83.5% | $6,132+37.0% | $4,139+102.9% |
| Admin fee / account holder | $16,550 | $9,341+77.2% | $14,586+13.5% | $7,234+128.8% |