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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 | $208,947 | $81,331+156.9% | $155,534+34.3% | $80,935+158.2% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 15.19% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $8,522 | $3,105+174.5% | $4,675+82.3% | $2,757+209.1% |
| Participant deferral / active EE | $10,082 | $3,454+191.9% | $5,630+79.1% | $4,299+134.5% |
| Admin fee / account holder | $602 | $7,999-92.5% | $15,900-96.2% | $6,924-91.3% |