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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 | $200,295 | $101,798+96.8% | $165,071+21.3% | $80,935+147.5% |
| Participation rate | 95.6% | 71.8%+23.7pp | 78.6%+16.9pp | 67.7%+27.9pp |
| Annual return | 12.51% | 16.73%-4.2pp | 70.17%-57.7pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,338 | $2,954-20.9% | $4,347-46.2% | $2,757-15.2% |
| Participant deferral / active EE | $12,704 | $4,476+183.8% | $6,035+110.5% | $4,299+195.5% |
| Admin fee / account holder | $26,045 | $8,221+216.8% | $12,695+105.2% | $6,924+276.1% |