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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 | $211,806 | $93,598+126.3% | $135,974+55.8% | $75,173+181.8% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 15.40% | 30.89%-15.5pp | 68.30%-52.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $5,376 | $3,538+52.0% | $4,859+10.6% | $2,671+101.3% |
| Participant deferral / active EE | $9,401 | $6,405+46.8% | $7,760+21.1% | $4,126+127.8% |
| Admin fee / account holder | $9,967 | $6,978+42.8% | $10,767-7.4% | $5,651+76.4% |