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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 | $232,880 | $90,674+156.8% | $96,707+140.8% | $82,448+182.5% |
| Participation rate | 84.6% | 75.9%+8.7pp | 80.4%+4.3pp | 68.1%+16.5pp |
| Annual return | 15.87% | 49.05%-33.2pp | 34.78%-18.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $8,279 | $3,975+108.3% | $4,191+97.5% | $2,551+224.5% |
| Participant deferral / active EE | $7,972 | $5,696+40.0% | $5,997+32.9% | $4,139+92.6% |
| Admin fee / account holder | $4,448 | $7,568-41.2% | $7,503-40.7% | $7,234-38.5% |