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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 | $240,650 | $101,778+136.4% | $164,975+45.9% | $80,925+197.4% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.7%+28.6pp |
| Annual return | 14.21% | 16.73%-2.5pp | 70.12%-55.9pp | 35.65%-21.4pp |
| Employer contribution / active EE | $7,407 | $2,954+150.8% | $4,343+70.6% | $2,756+168.7% |
| Participant deferral / active EE | $5,012 | $4,477+12.0% | $6,033-16.9% | $4,299+16.6% |
| Admin fee / account holder | $11,303 | $8,221+37.5% | $12,688-10.9% | $6,940+62.9% |