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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 | $217,115 | $95,406+127.6% | $185,849+16.8% | $85,847+152.9% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 11.55% | 23.59%-12.0pp | 122.10%-110.5pp | 318.61%-307.1pp |
| Employer contribution / active EE | $5,540 | $3,314+67.2% | $5,169+7.2% | $2,565+116.0% |
| Participant deferral / active EE | $5,295 | $3,424+54.7% | $5,569-4.9% | $3,952+34.0% |
| Admin fee / account holder | $12,527 | $7,214+73.6% | $16,244-22.9% | $6,261+100.1% |