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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 | $198,406 | $101,798+94.9% | $165,071+20.2% | $80,935+145.1% |
| Participation rate | 96.8% | 71.8%+25.0pp | 78.6%+18.2pp | 67.7%+29.2pp |
| Annual return | 12.09% | 16.73%-4.6pp | 70.17%-58.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $8,277 | $2,954+180.2% | $4,347+90.4% | $2,757+200.2% |
| Participant deferral / active EE | $5,590 | $4,476+24.9% | $6,035-7.4% | $4,299+30.0% |
| Admin fee / account holder | $6,112 | $8,221-25.7% | $12,695-51.9% | $6,924-11.7% |