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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 | $207,272 | $77,920+166.0% | $149,723+38.4% | $75,177+175.7% |
| Participation rate | 78.0% | 65.6%+12.5pp | 78.8%-0.7pp | 67.2%+10.8pp |
| Annual return | 18.81% | 31.72%-12.9pp | 134.50%-115.7pp | 160.75%-141.9pp |
| Employer contribution / active EE | $7,597 | $3,138+142.1% | $4,821+57.6% | $2,671+184.4% |
| Participant deferral / active EE | $4,921 | $3,411+44.2% | $5,682-13.4% | $4,126+19.2% |
| Admin fee / account holder | $1,210 | $5,951-79.7% | $13,215-90.8% | $5,651-78.6% |