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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 | $195,953 | $86,938+125.4% | $102,423+91.3% | $80,925+142.1% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+23.0pp |
| Annual return | 29.40% | 18.89%+10.5pp | 29.42%0pp | 35.65%-6.2pp |
| Employer contribution / active EE | $6,250 | $2,369+163.8% | $3,023+106.8% | $2,756+126.8% |
| Participant deferral / active EE | $4,733 | $4,120+14.9% | $5,054-6.4% | $4,299+10.1% |
| Admin fee / account holder | $43,312 | $8,053+437.9% | $9,455+358.1% | $6,940+524.1% |