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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 | $200,891 | $77,920+157.8% | $149,723+34.2% | $75,177+167.2% |
| Participation rate | 87.3% | 65.6%+21.7pp | 78.8%+8.5pp | 67.2%+20.1pp |
| Annual return | 16.05% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.7pp |
| Employer contribution / active EE | $10,056 | $3,138+220.4% | $4,821+108.6% | $2,671+276.5% |
| Participant deferral / active EE | $4,918 | $3,411+44.2% | $5,682-13.4% | $4,126+19.2% |
| Admin fee / account holder | $6,067 | $5,951+2.0% | $13,215-54.1% | $5,651+7.4% |