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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 | $81,358+165.4% | $155,556+38.8% | $80,959+166.7% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 14.00% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $10,997 | $3,106+254.0% | $4,675+135.2% | $2,757+298.9% |
| Participant deferral / active EE | $7,951 | $3,455+130.1% | $5,631+41.2% | $4,300+84.9% |
| Admin fee / account holder | $15,245 | $7,994+90.7% | $15,885-4.0% | $6,925+120.1% |