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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 | $189,673 | $101,798+86.3% | $165,071+14.9% | $80,935+134.4% |
| Participation rate | 81.5% | 71.8%+9.6pp | 78.6%+2.9pp | 67.7%+13.8pp |
| Annual return | 15.03% | 16.73%-1.7pp | 70.17%-55.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $7,087 | $2,954+139.9% | $4,347+63.0% | $2,757+157.1% |
| Participant deferral / active EE | $8,383 | $4,476+87.3% | $6,035+38.9% | $4,299+95.0% |
| Admin fee / account holder | $50,961 | $8,221+519.9% | $12,695+301.4% | $6,924+636.0% |