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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 | $96,731+97.6% | $123,973+54.2% | $86,983+119.8% |
| Participation rate | 98.7% | 70.0%+28.7pp | 76.7%+22.1pp | 69.5%+29.2pp |
| Annual return | 16.21% | 17.33%-1.1pp | 388.13%-371.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $4,337 | $3,297+31.5% | $4,126+5.1% | $2,584+67.8% |
| Participant deferral / active EE | $8,286 | $4,152+99.6% | $5,247+57.9% | $4,194+97.6% |
| Admin fee / account holder | $9,873 | $8,722+13.2% | $11,799-16.3% | $7,856+25.7% |