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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 | $212,789 | $108,825+95.5% | $156,181+36.2% | $82,448+158.1% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 16.83% | 20.59%-3.8pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $7,267 | $2,870+153.2% | $4,294+69.2% | $2,551+184.9% |
| Participant deferral / active EE | $9,386 | $4,577+105.0% | $6,132+53.1% | $4,139+126.7% |
| Admin fee / account holder | $6,362 | $9,341-31.9% | $14,586-56.4% | $7,234-12.1% |