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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 | $221,768 | $48,078+361.3% | $78,676+181.9% | $62,881+252.7% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.6%+17.0pp | 69.3%+21.2pp |
| Annual return | 5.98% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,764 | $2,015+235.7% | $2,850+137.3% | $2,281+196.5% |
| Participant deferral / active EE | $4,262 | $2,587+64.7% | $3,517+21.2% | $3,203+33.1% |
| Admin fee / account holder | $4,722 | $3,206+47.3% | $4,510+4.7% | $4,296+9.9% |