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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 | $226,993 | $84,236+169.5% | $170,435+33.2% | $70,126+223.7% |
| Participation rate | 98.0% | 70.8%+27.2pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 14.27% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $5,182 | $3,387+53.0% | $5,432-4.6% | $2,343+121.2% |
| Participant deferral / active EE | $4,436 | $3,086+43.7% | $4,939-10.2% | $3,332+33.1% |
| Admin fee / account holder | $7,913 | $5,698+38.9% | $13,881-43.0% | $4,645+70.3% |