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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 | $217,688 | $102,422+112.5% | $147,117+48.0% | $80,959+168.9% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 14.51% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $4,951 | $3,717+33.2% | $4,932+0.4% | $2,757+79.6% |
| Participant deferral / active EE | $12,796 | $6,652+92.4% | $8,065+58.7% | $4,300+197.6% |
| Admin fee / account holder | $11,317 | $7,953+42.3% | $12,993-12.9% | $6,925+63.4% |