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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 | $217,347 | $109,359+98.7% | $162,171+34.0% | $72,983+197.8% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 24.90% | 25.46%-0.6pp | 115.60%-90.7pp | 81.01%-56.1pp |
| Employer contribution / active EE | $10,316 | $3,907+164.0% | $5,613+83.8% | $2,440+322.8% |
| Participant deferral / active EE | $14,054 | $5,481+156.4% | $7,297+92.6% | $3,608+289.6% |
| Admin fee / account holder | $22,596 | $7,972+183.5% | $10,843+108.4% | $5,124+341.0% |