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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 | $206,700 | $77,901+165.3% | $149,717+38.1% | $75,181+174.9% |
| Participation rate | 84.8% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.7pp |
| Annual return | 18.21% | 31.73%-13.5pp | 134.41%-116.2pp | 160.69%-142.5pp |
| Employer contribution / active EE | $8,220 | $3,137+162.0% | $4,820+70.5% | $2,671+207.8% |
| Participant deferral / active EE | $6,903 | $3,411+102.4% | $5,682+21.5% | $4,126+67.3% |
| Admin fee / account holder | $10,319 | $5,949+73.5% | $13,213-21.9% | $5,650+82.6% |