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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 | $213,114 | $48,327+341.0% | $67,575+215.4% | $80,935+163.3% |
| Participation rate | 86.6% | 66.4%+20.2pp | 72.9%+13.7pp | 67.7%+18.9pp |
| Annual return | 16.61% | 18.31%-1.7pp | 3528.98%-3512.4pp | 35.66%-19.0pp |
| Employer contribution / active EE | $7,412 | $2,022+266.5% | $2,736+171.0% | $2,757+168.9% |
| Participant deferral / active EE | $12,504 | $2,927+327.1% | $4,003+212.3% | $4,299+190.8% |
| Admin fee / account holder | $7,635 | $3,692+106.8% | $3,993+91.2% | $6,924+10.3% |