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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 | $201,845 | $81,331+148.2% | $155,534+29.8% | $80,935+149.4% |
| Participation rate | 97.2% | 66.3%+31.0pp | 78.2%+19.0pp | 67.7%+29.6pp |
| Annual return | 12.66% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $7,193 | $3,105+131.7% | $4,675+53.9% | $2,757+160.9% |
| Participant deferral / active EE | $4,819 | $3,454+39.5% | $5,630-14.4% | $4,299+12.1% |
| Admin fee / account holder | $18,409 | $7,999+130.1% | $15,900+15.8% | $6,924+165.9% |