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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 | $223,475 | $96,731+131.0% | $123,973+80.3% | $86,983+156.9% |
| Participation rate | 89.7% | 70.0%+19.6pp | 76.7%+13.0pp | 69.5%+20.1pp |
| Annual return | 18.29% | 17.33%+1.0pp | 388.13%-369.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $13,793 | $3,297+318.4% | $4,126+234.3% | $2,584+433.7% |
| Participant deferral / active EE | $3,456 | $4,152-16.8% | $5,247-34.1% | $4,194-17.6% |
| Admin fee / account holder | $7,599 | $8,722-12.9% | $11,799-35.6% | $7,856-3.3% |