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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 | $246,509 | $81,233+203.5% | $155,567+58.5% | $80,874+204.8% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 13.69% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $6,099 | $3,101+96.7% | $4,674+30.5% | $2,756+121.3% |
| Participant deferral / active EE | $8,759 | $3,452+153.7% | $5,628+55.6% | $4,297+103.8% |
| Admin fee / account holder | $15,742 | $7,998+96.8% | $15,916-1.1% | $6,935+127.0% |