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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 | $210,527 | $138,366+52.2% | $184,185+14.3% | $80,911+160.2% |
| Participation rate | 95.2% | 83.9%+11.4pp | 86.8%+8.4pp | 67.6%+27.6pp |
| Annual return | 13.49% | 20.02%-6.5pp | 28.81%-15.3pp | 35.63%-22.1pp |
| Employer contribution / active EE | $11,152 | $4,849+130.0% | $6,426+73.6% | $2,756+304.7% |
| Participant deferral / active EE | $11,173 | $7,074+57.9% | $9,132+22.3% | $4,297+160.0% |
| Admin fee / account holder | $1,470 | $10,484-86.0% | $13,909-89.4% | $6,935-78.8% |