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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 | $209,735 | $81,358+157.8% | $155,556+34.8% | $80,959+159.1% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 17.93% | 33.39%-15.5pp | 64.84%-46.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $6,945 | $3,106+123.6% | $4,675+48.5% | $2,757+151.9% |
| Participant deferral / active EE | $5,413 | $3,455+56.7% | $5,631-3.9% | $4,300+25.9% |
| Admin fee / account holder | $8,899 | $7,994+11.3% | $15,885-44.0% | $6,925+28.5% |