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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 | $230,704 | $108,825+112.0% | $156,181+47.7% | $82,448+179.8% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.8%+11.5pp | 68.1%+22.3pp |
| Annual return | 12.55% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $8,669 | $2,870+202.1% | $4,294+101.9% | $2,551+239.8% |
| Participant deferral / active EE | $5,093 | $4,577+11.3% | $6,132-16.9% | $4,139+23.1% |
| Admin fee / account holder | $6,044 | $9,341-35.3% | $14,586-58.6% | $7,234-16.5% |