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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 | $215,934 | $81,276+165.7% | $155,574+38.8% | $80,925+166.8% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 14.00% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $10,997 | $3,103+254.4% | $4,676+135.2% | $2,756+299.0% |
| Participant deferral / active EE | $7,951 | $3,453+130.3% | $5,629+41.3% | $4,299+85.0% |
| Admin fee / account holder | $15,245 | $7,993+90.7% | $15,914-4.2% | $6,940+119.7% |