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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 | $238,679 | $95,406+150.2% | $185,849+28.4% | $85,847+178.0% |
| Participation rate | 77.3% | 68.8%+8.5pp | 81.7%-4.4pp | 69.3%+8.0pp |
| Annual return | 16.93% | 23.59%-6.7pp | 122.10%-105.2pp | 318.61%-301.7pp |
| Employer contribution / active EE | $5,633 | $3,314+70.0% | $5,169+9.0% | $2,565+119.6% |
| Participant deferral / active EE | $5,252 | $3,424+53.4% | $5,569-5.7% | $3,952+32.9% |
| Admin fee / account holder | $17,173 | $7,214+138.0% | $16,244+5.7% | $6,261+174.3% |