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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 | $217,140 | $94,031+130.9% | $115,768+87.6% | $82,448+163.4% |
| Participation rate | 91.7% | 70.4%+21.2pp | 74.4%+17.3pp | 68.1%+23.6pp |
| Annual return | 44.30% | 20.61%+23.7pp | 100.46%-56.2pp | 41.64%+2.7pp |
| Employer contribution / active EE | $3,579 | $2,323+54.0% | $2,940+21.7% | $2,551+40.3% |
| Participant deferral / active EE | $10,697 | $3,972+169.3% | $4,917+117.6% | $4,139+158.4% |
| Admin fee / account holder | $9,348 | $10,249-8.8% | $12,439-24.9% | $7,234+29.2% |