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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 | $204,322 | $90,400+126.0% | $186,193+9.7% | $87,485+133.6% |
| Participation rate | 88.2% | 66.2%+22.0pp | 77.1%+11.1pp | 68.9%+19.3pp |
| Annual return | 13.61% | 22.15%-8.5pp | 78.03%-64.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $4,655 | $2,170+114.5% | $3,918+18.8% | $2,596+79.3% |
| Participant deferral / active EE | $9,690 | $4,330+123.8% | $6,513+48.8% | $4,274+126.7% |
| Admin fee / account holder | $21,208 | $8,673+144.5% | $11,058+91.8% | $7,775+172.8% |