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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 | $106,864+102.5% | $147,318+46.9% | $82,637+161.9% |
| Participation rate | 77.6% | 75.5%+2.1pp | 82.1%-4.5pp | 68.1%+9.5pp |
| Annual return | 19.21% | 27.49%-8.3pp | 70.43%-51.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $11,004 | $3,417+222.1% | $4,593+139.6% | $2,552+331.2% |
| Participant deferral / active EE | $9,268 | $6,496+42.7% | $7,906+17.2% | $4,126+124.6% |
| Admin fee / account holder | $23,455 | $8,415+178.7% | $13,708+71.1% | $7,339+219.6% |