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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 | $218,638 | $91,198+139.7% | $178,503+22.5% | $79,856+173.8% |
| Participation rate | 76.4% | 69.2%+7.1pp | 81.9%-5.6pp | 69.6%+6.7pp |
| Annual return | 13.88% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $8,088 | $3,257+148.4% | $5,011+61.4% | $2,471+227.3% |
| Participant deferral / active EE | $5,098 | $3,237+57.5% | $5,202-2.0% | $3,741+36.3% |
| Admin fee / account holder | $4,618 | $6,748-31.6% | $13,987-67.0% | $5,306-13.0% |