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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 | $212,493 | $84,953+150.1% | $163,379+30.1% | $82,637+157.1% |
| Participation rate | 85.7% | 65.9%+19.8pp | 76.8%+8.9pp | 68.1%+17.7pp |
| Annual return | 17.22% | 23.07%-5.9pp | 63.41%-46.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $7,793 | $2,183+257.1% | $3,752+107.7% | $2,552+205.4% |
| Participant deferral / active EE | $14,240 | $4,326+229.2% | $6,282+126.7% | $4,126+245.1% |
| Admin fee / account holder | $21,569 | $7,921+172.3% | $9,818+119.7% | $7,339+193.9% |