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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 | $230,679 | $69,590+231.5% | $136,867+68.5% | $94,015+145.4% |
| Participation rate | 91.4% | 66.3%+25.1pp | 74.5%+16.9pp | 70.8%+20.6pp |
| Annual return | 14.45% | 19.62%-5.2pp | 42.97%-28.5pp | 17.84%-3.4pp |
| Employer contribution / active EE | $8,922 | $2,396+272.3% | $3,547+151.5% | $2,790+219.8% |
| Participant deferral / active EE | $8,800 | $3,437+156.1% | $4,924+78.7% | $4,249+107.1% |
| Admin fee / account holder | $21,412 | $8,912+140.3% | $10,340+107.1% | $8,951+139.2% |