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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 | $230,594 | $78,425+194.0% | $95,956+140.3% | $79,858+188.8% |
| Participation rate | 91.4% | 73.5%+17.9pp | 77.1%+14.3pp | 69.6%+21.7pp |
| Annual return | 13.28% | 19.37%-6.1pp | 91.63%-78.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,726 | $1,945+91.6% | $2,541+46.6% | $2,471+50.8% |
| Participant deferral / active EE | $9,472 | $3,440+175.4% | $4,167+127.3% | $3,740+153.3% |
| Admin fee / account holder | $6,819 | $5,622+21.3% | $6,797+0.3% | $5,306+28.5% |