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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 | $216,407 | $106,524+103.2% | $152,301+42.1% | $87,485+147.4% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.4%-4.9pp | 68.9%+8.7pp |
| Annual return | 19.21% | 26.89%-7.7pp | 80.50%-61.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $11,004 | $3,371+226.4% | $4,624+137.9% | $2,596+323.8% |
| Participant deferral / active EE | $9,268 | $6,525+42.0% | $8,004+15.8% | $4,274+116.9% |
| Admin fee / account holder | $23,455 | $8,287+183.0% | $14,398+62.9% | $7,775+201.7% |