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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 | $178,455 | $55,889+219.3% | $76,119+134.4% | $80,935+120.5% |
| Participation rate | 80.4% | 62.1%+18.3pp | 69.1%+11.3pp | 67.7%+12.7pp |
| Annual return | 28.57% | 20.58%+8.0pp | 361.25%-332.7pp | 35.66%-7.1pp |
| Employer contribution / active EE | $3,185 | $1,866+70.7% | $2,693+18.3% | $2,757+15.6% |
| Participant deferral / active EE | $8,946 | $3,051+193.2% | $4,259+110.0% | $4,299+108.1% |
| Admin fee / account holder | $9,063 | $5,241+72.9% | $6,421+41.1% | $6,924+30.9% |