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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 | $199,993 | $81,358+145.8% | $155,556+28.6% | $80,959+147.0% |
| Participation rate | 93.2% | 66.3%+26.9pp | 78.2%+15.0pp | 67.7%+25.5pp |
| Annual return | 12.54% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $9,276 | $3,106+198.6% | $4,675+98.4% | $2,757+236.4% |
| Participant deferral / active EE | $5,766 | $3,455+66.9% | $5,631+2.4% | $4,300+34.1% |
| Admin fee / account holder | $31,626 | $7,994+295.6% | $15,885+99.1% | $6,925+356.7% |