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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 | $212,775 | $138,386+53.8% | $184,260+15.5% | $80,935+162.9% |
| Participation rate | 94.8% | 83.9%+10.9pp | 86.8%+8.0pp | 67.7%+27.1pp |
| Annual return | 18.84% | 20.02%-1.2pp | 28.84%-10.0pp | 35.66%-16.8pp |
| Employer contribution / active EE | $10,415 | $4,851+114.7% | $6,427+62.0% | $2,757+277.8% |
| Participant deferral / active EE | $13,788 | $7,076+94.9% | $9,133+51.0% | $4,299+220.7% |
| Admin fee / account holder | $3,843 | $10,489-63.4% | $13,898-72.4% | $6,924-44.5% |