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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 | $235,764 | $81,262+190.1% | $155,602+51.5% | $80,911+191.4% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.0pp | 67.6%+13.6pp |
| Annual return | 13.01% | 33.34%-20.3pp | 64.81%-51.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $5,015 | $3,102+61.7% | $4,675+7.3% | $2,756+82.0% |
| Participant deferral / active EE | $6,136 | $3,451+77.8% | $5,629+9.0% | $4,297+42.8% |
| Admin fee / account holder | $12,552 | $7,992+57.1% | $15,923-21.2% | $6,935+81.0% |