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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 | $217,305 | $99,875+117.6% | $146,866+48.0% | $86,983+149.8% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 17.20% | 28.10%-10.9pp | 102.85%-85.7pp | 25.83%-8.6pp |
| Employer contribution / active EE | $10,489 | $3,224+225.3% | $4,425+137.1% | $2,584+305.8% |
| Participant deferral / active EE | $11,490 | $6,322+81.7% | $7,759+48.1% | $4,194+174.0% |
| Admin fee / account holder | $8,034 | $7,838+2.5% | $13,620-41.0% | $7,856+2.3% |