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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 | $81,262+158.1% | $155,602+34.8% | $80,911+159.2% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 17.93% | 33.34%-15.4pp | 64.81%-46.9pp | 35.63%-17.7pp |
| Employer contribution / active EE | $6,945 | $3,102+123.9% | $4,675+48.6% | $2,756+152.0% |
| Participant deferral / active EE | $5,413 | $3,451+56.8% | $5,629-3.8% | $4,297+26.0% |
| Admin fee / account holder | $8,899 | $7,992+11.3% | $15,923-44.1% | $6,935+28.3% |