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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 | $233,388 | $84,236+177.1% | $170,435+36.9% | $70,126+232.8% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 18.06% | 23.06%-5.0pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,801 | $3,387+100.8% | $5,432+25.2% | $2,343+190.3% |
| Participant deferral / active EE | $7,355 | $3,086+138.4% | $4,939+48.9% | $3,332+120.8% |
| Admin fee / account holder | $5,279 | $5,698-7.4% | $13,881-62.0% | $4,645+13.6% |