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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 | $196,055 | $101,795+92.6% | $165,100+18.7% | $80,959+142.2% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.7%+24.6pp |
| Annual return | 18.95% | 16.73%+2.2pp | 70.21%-51.3pp | 35.67%-16.7pp |
| Employer contribution / active EE | $13,166 | $2,954+345.8% | $4,348+202.8% | $2,757+377.5% |
| Participant deferral / active EE | $4,393 | $4,476-1.8% | $6,035-27.2% | $4,300+2.2% |
| Admin fee / account holder | $5,147 | $8,221-37.4% | $12,696-59.5% | $6,925-25.7% |