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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 | $215,093 | $93,617+129.8% | $135,982+58.2% | $75,177+186.1% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 15.85% | 30.89%-15.0pp | 68.32%-52.5pp | 160.75%-144.9pp |
| Employer contribution / active EE | $4,837 | $3,538+36.7% | $4,859-0.5% | $2,671+81.1% |
| Participant deferral / active EE | $15,811 | $6,406+146.8% | $7,760+103.8% | $4,126+283.2% |
| Admin fee / account holder | $30,251 | $6,980+333.4% | $10,767+180.9% | $5,651+435.3% |