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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 | $81,233+165.8% | $155,567+38.8% | $80,874+167.0% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 14.00% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $10,997 | $3,101+254.7% | $4,674+135.3% | $2,756+299.1% |
| Participant deferral / active EE | $7,951 | $3,452+130.3% | $5,628+41.3% | $4,297+85.1% |
| Admin fee / account holder | $15,245 | $7,998+90.6% | $15,916-4.2% | $6,935+119.8% |