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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 | $216,500 | $109,359+98.0% | $162,177+33.5% | $72,975+196.7% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.6pp | 69.5%+23.6pp |
| Annual return | 23.86% | 25.46%-1.6pp | 115.60%-91.7pp | 81.01%-57.1pp |
| Employer contribution / active EE | $18,690 | $3,907+378.3% | $5,613+233.0% | $2,440+665.9% |
| Participant deferral / active EE | $15,994 | $5,481+191.8% | $7,297+119.2% | $3,608+343.3% |
| Admin fee / account holder | $3,667 | $7,972-54.0% | $10,843-66.2% | $5,124-28.4% |