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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 | $115,931+77.5% | $185,441+11.0% | $86,983+136.6% |
| Participation rate | 96.6% | 73.6%+22.9pp | 80.3%+16.3pp | 69.5%+27.0pp |
| Annual return | 137.20% | 21.47%+115.7pp | 20.16%+117.0pp | 25.83%+111.4pp |
| Employer contribution / active EE | $3,216 | $2,937+9.5% | $4,672-31.2% | $2,584+24.4% |
| Participant deferral / active EE | $4,631 | $4,551+1.8% | $6,152-24.7% | $4,194+10.4% |
| Admin fee / account holder | $10,363 | $10,687-3.0% | $17,890-42.1% | $7,856+31.9% |