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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 | $209,018 | $125,797+66.2% | $170,057+22.9% | $75,177+178.0% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 19.46% | 27.20%-7.7pp | 53.42%-34.0pp | 160.75%-141.3pp |
| Employer contribution / active EE | $5,706 | $4,616+23.6% | $6,790-16.0% | $2,671+113.6% |
| Participant deferral / active EE | $7,665 | $6,838+12.1% | $10,411-26.4% | $4,126+85.8% |
| Admin fee / account holder | $15,862 | $8,177+94.0% | $12,826+23.7% | $5,651+180.7% |