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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 | $205,833 | $108,825+89.1% | $156,181+31.8% | $82,448+149.7% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 137.20% | 20.59%+116.6pp | 64.87%+72.3pp | 41.64%+95.6pp |
| Employer contribution / active EE | $3,216 | $2,870+12.1% | $4,294-25.1% | $2,551+26.1% |
| Participant deferral / active EE | $4,631 | $4,577+1.2% | $6,132-24.5% | $4,139+11.9% |
| Admin fee / account holder | $10,363 | $9,341+10.9% | $14,586-29.0% | $7,234+43.2% |