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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 | $244,950 | $93,617+161.7% | $135,982+80.1% | $75,177+225.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.7pp | 67.2%+24.5pp |
| Annual return | 18.26% | 30.89%-12.6pp | 68.32%-50.1pp | 160.75%-142.5pp |
| Employer contribution / active EE | $6,928 | $3,538+95.8% | $4,859+42.6% | $2,671+159.4% |
| Participant deferral / active EE | $7,892 | $6,406+23.2% | $7,760+1.7% | $4,126+91.3% |
| Admin fee / account holder | $11,228 | $6,980+60.9% | $10,767+4.3% | $5,651+98.7% |