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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 | $223,193 | $106,749+109.1% | $145,433+53.5% | $82,448+170.7% |
| Participation rate | 87.9% | 75.6%+12.3pp | 82.1%+5.8pp | 68.1%+19.9pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,594 | $3,444+62.4% | $4,554+22.8% | $2,551+119.3% |
| Participant deferral / active EE | $8,980 | $6,519+37.8% | $7,897+13.7% | $4,139+116.9% |
| Admin fee / account holder | $1,972 | $8,390-76.5% | $13,129-85.0% | $7,234-72.7% |