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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 | $203,918 | $106,749+91.0% | $145,433+40.2% | $82,448+147.3% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 14.63% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,674 | $3,444+6.7% | $4,554-19.3% | $2,551+44.0% |
| Participant deferral / active EE | $14,984 | $6,519+129.9% | $7,897+89.7% | $4,139+262.0% |
| Admin fee / account holder | $16,367 | $8,390+95.1% | $13,129+24.7% | $7,234+126.2% |