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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 | $191,174 | $93,345+104.8% | $119,126+60.5% | $87,485+118.5% |
| Participation rate | 98.7% | 68.7%+30.0pp | 75.8%+23.0pp | 68.9%+29.8pp |
| Annual return | 16.21% | 19.08%-2.9pp | 282.11%-265.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $4,337 | $3,172+36.7% | $4,034+7.5% | $2,596+67.0% |
| Participant deferral / active EE | $8,286 | $4,099+102.2% | $5,318+55.8% | $4,274+93.9% |
| Admin fee / account holder | $9,873 | $8,039+22.8% | $10,693-7.7% | $7,775+27.0% |