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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 | $211,121 | $77,460+172.6% | $100,378+110.3% | $80,925+160.9% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.5%+6.7pp | 67.7%+20.6pp |
| Annual return | 24.04% | 37.24%-13.2pp | 49.41%-25.4pp | 35.65%-11.6pp |
| Employer contribution / active EE | $4,957 | $2,801+76.9% | $3,942+25.7% | $2,756+79.8% |
| Participant deferral / active EE | $9,078 | $6,818+33.1% | $8,087+12.3% | $4,299+111.2% |
| Admin fee / account holder | $21,266 | $5,887+261.2% | $7,899+169.2% | $6,940+206.4% |