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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 | $242,673 | $93,598+159.3% | $135,974+78.5% | $75,173+222.8% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.4pp |
| Annual return | 16.95% | 30.89%-13.9pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $5,967 | $3,538+68.7% | $4,859+22.8% | $2,671+123.4% |
| Participant deferral / active EE | $7,902 | $6,405+23.4% | $7,760+1.8% | $4,126+91.5% |
| Admin fee / account holder | $12,928 | $6,978+85.3% | $10,767+20.1% | $5,651+128.8% |