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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 | $186,708 | $77,472+141.0% | $100,392+86.0% | $80,935+130.7% |
| Participation rate | 76.7% | 76.9%-0.2pp | 81.5%-4.8pp | 67.7%+9.1pp |
| Annual return | 19.25% | 37.26%-18.0pp | 49.45%-30.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $7,427 | $2,800+165.2% | $3,941+88.4% | $2,757+169.4% |
| Participant deferral / active EE | $10,952 | $6,818+60.6% | $8,090+35.4% | $4,299+154.7% |
| Admin fee / account holder | $15,525 | $5,885+163.8% | $7,904+96.4% | $6,924+124.2% |