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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 | $48,076+361.3% | $78,693+181.8% | $62,891+252.6% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.6%+17.0pp | 69.3%+21.2pp |
| Annual return | 5.98% | 31.35%-25.4pp | 62.18%-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 | $2,588+64.7% | $3,517+21.2% | $3,203+33.1% |
| Admin fee / account holder | $4,722 | $3,207+47.2% | $4,511+4.7% | $4,296+9.9% |