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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 | $220,320 | $81,358+170.8% | $155,556+41.6% | $80,959+172.1% |
| Participation rate | 85.1% | 66.3%+18.8pp | 78.2%+6.8pp | 67.7%+17.4pp |
| Annual return | 11.25% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,303 | $3,106+70.7% | $4,675+13.4% | $2,757+92.3% |
| Participant deferral / active EE | $6,765 | $3,455+95.8% | $5,631+20.1% | $4,300+57.3% |
| Admin fee / account holder | $13,300 | $7,994+66.4% | $15,885-16.3% | $6,925+92.0% |