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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 | $211,734 | $86,298+145.4% | $111,308+90.2% | $85,847+146.6% |
| Participation rate | 94.5% | 73.3%+21.2pp | 77.3%+17.2pp | 69.3%+25.2pp |
| Annual return | 12.83% | 19.99%-7.2pp | 54.67%-41.8pp | 318.61%-305.8pp |
| Employer contribution / active EE | $5,876 | $2,044+187.5% | $2,732+115.1% | $2,565+129.1% |
| Participant deferral / active EE | $4,672 | $3,641+28.3% | $4,487+4.1% | $3,952+18.2% |
| Admin fee / account holder | $8,223 | $8,189+0.4% | $7,965+3.2% | $6,261+31.3% |