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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 | $208,061 | $101,795+104.4% | $165,100+26.0% | $80,959+157.0% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.7%+16.9pp |
| Annual return | 12.54% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,415 | $2,954+49.5% | $4,348+1.5% | $2,757+60.1% |
| Participant deferral / active EE | $8,704 | $4,476+94.5% | $6,035+44.2% | $4,300+102.4% |
| Admin fee / account holder | $12,425 | $8,221+51.1% | $12,696-2.1% | $6,925+79.4% |