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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 | $201,817 | $107,421+87.9% | $182,262+10.7% | $94,015+114.7% |
| Participation rate | 84.4% | 77.8%+6.6pp | 84.2%+0.2pp | 70.8%+13.6pp |
| Annual return | 14.80% | 21.32%-6.5pp | 140.60%-125.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $3,730 | $3,448+8.2% | $5,046-26.1% | $2,790+33.7% |
| Participant deferral / active EE | $13,379 | $6,558+104.0% | $8,276+61.7% | $4,249+214.8% |
| Admin fee / account holder | $19,734 | $8,692+127.0% | $16,712+18.1% | $8,951+120.5% |