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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 | $193,347 | $105,284+83.6% | $150,734+28.3% | $94,015+105.7% |
| Participation rate | 82.8% | 71.7%+11.0pp | 78.4%+4.3pp | 70.8%+11.9pp |
| Annual return | 13.45% | 15.67%-2.2pp | 600.81%-587.4pp | 17.84%-4.4pp |
| Employer contribution / active EE | $4,527 | $3,599+25.8% | $4,918-7.9% | $2,790+62.3% |
| Participant deferral / active EE | $4,049 | $4,274-5.3% | $5,610-27.8% | $4,249-4.7% |
| Admin fee / account holder | $22,727 | $9,839+131.0% | $14,905+52.5% | $8,951+153.9% |