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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 | $225,849 | $101,795+121.9% | $165,100+36.8% | $80,959+179.0% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.7%+30.6pp |
| Annual return | 15.98% | 16.73%-0.7pp | 70.21%-54.2pp | 35.67%-19.7pp |
| Employer contribution / active EE | $5,753 | $2,954+94.8% | $4,348+32.3% | $2,757+108.6% |
| Participant deferral / active EE | $4,936 | $4,476+10.3% | $6,035-18.2% | $4,300+14.8% |
| Admin fee / account holder | $11,791 | $8,221+43.4% | $12,696-7.1% | $6,925+70.3% |