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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 | $228,292 | $102,938+121.8% | $94,105+142.6% | $138,895+64.4% |
| Participation rate | 86.4% | 74.6%+11.7pp | 71.9%+14.4pp | 79.9%+6.4pp |
| Annual return | 10.99% | 250.28%-239.3pp | 204.55%-193.6pp | 145.39%-134.4pp |
| Employer contribution / active EE | $4,135 | $2,732+51.4% | $2,504+65.1% | $4,194-1.4% |
| Participant deferral / active EE | $6,758 | $4,196+61.0% | $3,881+74.1% | $6,396+5.7% |
| Admin fee / account holder | $31,352 | $6,600+375.0% | $6,199+405.7% | $12,562+149.6% |