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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 | $204,069 | $76,407+167.1% | $150,298+35.8% | $82,448+147.5% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 19.58% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $6,210 | $2,614+137.6% | $4,154+49.5% | $2,551+143.5% |
| Participant deferral / active EE | $6,516 | $3,214+102.7% | $5,453+19.5% | $4,139+57.4% |
| Admin fee / account holder | $7,586 | $6,352+19.4% | $14,116-46.3% | $7,234+4.9% |