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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 | $81,276+171.1% | $155,574+41.6% | $80,925+172.3% |
| Participation rate | 85.1% | 66.2%+18.8pp | 78.2%+6.9pp | 67.7%+17.4pp |
| Annual return | 11.25% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $5,303 | $3,103+70.9% | $4,676+13.4% | $2,756+92.4% |
| Participant deferral / active EE | $6,765 | $3,453+95.9% | $5,629+20.2% | $4,299+57.4% |
| Admin fee / account holder | $13,300 | $7,993+66.4% | $15,914-16.4% | $6,940+91.6% |