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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 | $222,514 | $87,037+155.7% | $106,201+109.5% | $80,874+175.1% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.3%+0.7pp | 67.6%+8.4pp |
| Annual return | 14.24% | 17.05%-2.8pp | 116.26%-102.0pp | 35.62%-21.4pp |
| Employer contribution / active EE | $8,704 | $2,396+263.2% | $3,170+174.6% | $2,756+215.9% |
| Participant deferral / active EE | $8,243 | $3,986+106.8% | $5,012+64.5% | $4,297+91.8% |
| Admin fee / account holder | $52,434 | $8,434+521.7% | $11,039+375.0% | $6,935+656.0% |