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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 | $216,706 | $108,825+99.1% | $156,181+38.8% | $82,448+162.8% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.2pp | 68.1%+23.9pp |
| Annual return | 16.28% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $6,400 | $2,870+123.0% | $4,294+49.0% | $2,551+150.9% |
| Participant deferral / active EE | $8,858 | $4,577+93.5% | $6,132+44.5% | $4,139+114.0% |
| Admin fee / account holder | $1,297 | $9,341-86.1% | $14,586-91.1% | $7,234-82.1% |