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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 | $218,936 | $109,359+100.2% | $162,185+35.0% | $72,976+200.0% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 34.78% | 25.46%+9.3pp | 115.61%-80.8pp | 81.02%-46.2pp |
| Employer contribution / active EE | $5,343 | $3,907+36.7% | $5,613-4.8% | $2,440+119.0% |
| Participant deferral / active EE | $11,591 | $5,481+111.5% | $7,297+58.8% | $3,608+221.3% |
| Admin fee / account holder | $5,208 | $7,972-34.7% | $10,844-52.0% | $5,124+1.6% |