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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 | $213,607 | $77,920+174.1% | $149,723+42.7% | $75,177+184.1% |
| Participation rate | 94.0% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.8pp |
| Annual return | 20.27% | 31.72%-11.4pp | 134.50%-114.2pp | 160.75%-140.5pp |
| Employer contribution / active EE | $6,218 | $3,138+98.1% | $4,821+29.0% | $2,671+132.8% |
| Participant deferral / active EE | $6,973 | $3,411+104.4% | $5,682+22.7% | $4,126+69.0% |
| Admin fee / account holder | $13,470 | $5,951+126.4% | $13,215+1.9% | $5,651+138.4% |