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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 | $81,233+171.2% | $155,567+41.6% | $80,874+172.4% |
| Participation rate | 85.1% | 66.2%+18.8pp | 78.2%+6.9pp | 67.6%+17.4pp |
| Annual return | 11.25% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $5,303 | $3,101+71.0% | $4,674+13.5% | $2,756+92.5% |
| Participant deferral / active EE | $6,765 | $3,452+96.0% | $5,628+20.2% | $4,297+57.4% |
| Admin fee / account holder | $13,300 | $7,998+66.3% | $15,916-16.4% | $6,935+91.8% |