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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 | $241,755 | $124,425+94.3% | $112,040+115.8% | $137,256+76.1% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 29.95% | 24.72%+5.2pp | 24.52%+5.4pp | 220.34%-190.4pp |
| Employer contribution / active EE | $14,480 | $3,411+324.4% | $2,954+390.2% | $4,156+248.4% |
| Participant deferral / active EE | $7,910 | $5,718+38.3% | $5,098+55.2% | $6,407+23.5% |
| Admin fee / account holder | $3,001 | $15,207-80.3% | $12,098-75.2% | $12,270-75.5% |