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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 | $197,271 | $76,551+157.7% | $123,894+59.2% | $62,881+213.7% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,310 | $2,882+118.9% | $4,617+36.7% | $2,281+176.6% |
| Participant deferral / active EE | $5,921 | $4,840+22.3% | $5,984-1.1% | $3,203+84.9% |
| Admin fee / account holder | $21,518 | $4,826+345.9% | $8,357+157.5% | $4,296+400.9% |