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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 | $216,522 | $76,407+183.4% | $150,298+44.1% | $82,448+162.6% |
| Participation rate | 94.5% | 66.4%+28.1pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 17.52% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $7,163 | $2,614+174.0% | $4,154+72.4% | $2,551+180.8% |
| Participant deferral / active EE | $6,176 | $3,214+92.1% | $5,453+13.3% | $4,139+49.2% |
| Admin fee / account holder | $6,889 | $6,352+8.5% | $14,116-51.2% | $7,234-4.8% |