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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 | $196,071 | $101,778+92.6% | $164,975+18.8% | $80,925+142.3% |
| Participation rate | 95.2% | 71.8%+23.3pp | 78.6%+16.5pp | 67.7%+27.5pp |
| Annual return | 13.51% | 16.73%-3.2pp | 70.12%-56.6pp | 35.65%-22.1pp |
| Employer contribution / active EE | $8,727 | $2,954+195.5% | $4,343+101.0% | $2,756+216.6% |
| Participant deferral / active EE | $4,671 | $4,477+4.3% | $6,033-22.6% | $4,299+8.7% |
| Admin fee / account holder | $8,087 | $8,221-1.6% | $12,688-36.3% | $6,940+16.5% |