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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 | $106,749+102.7% | $145,433+48.8% | $82,448+162.5% |
| Participation rate | 77.6% | 75.6%+1.9pp | 82.1%-4.5pp | 68.1%+9.5pp |
| Annual return | 19.21% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $11,004 | $3,444+219.5% | $4,554+141.6% | $2,551+331.4% |
| Participant deferral / active EE | $9,268 | $6,519+42.2% | $7,897+17.4% | $4,139+123.9% |
| Admin fee / account holder | $23,455 | $8,390+179.6% | $13,129+78.6% | $7,234+224.2% |