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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 | $239,825 | $77,814+208.2% | $158,223+51.6% | $86,983+175.7% |
| Participation rate | 92.0% | 68.4%+23.6pp | 79.2%+12.8pp | 69.5%+22.5pp |
| Annual return | 13.78% | 30.54%-16.8pp | 52.09%-38.3pp | 25.83%-12.1pp |
| Employer contribution / active EE | $7,723 | $2,592+197.9% | $4,109+88.0% | $2,584+198.8% |
| Participant deferral / active EE | $7,021 | $3,270+114.8% | $5,467+28.4% | $4,194+67.4% |
| Admin fee / account holder | $2,197 | $5,879-62.6% | $16,047-86.3% | $7,856-72.0% |