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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 | $221,563 | $93,345+137.4% | $119,126+86.0% | $87,485+153.3% |
| Participation rate | 88.1% | 68.7%+19.4pp | 75.8%+12.3pp | 68.9%+19.2pp |
| Annual return | 12.25% | 19.08%-6.8pp | 282.11%-269.9pp | 26.06%-13.8pp |
| Employer contribution / active EE | $4,367 | $3,172+37.7% | $4,034+8.3% | $2,596+68.2% |
| Participant deferral / active EE | $10,142 | $4,099+147.5% | $5,318+90.7% | $4,274+137.3% |
| Admin fee / account holder | $14,015 | $8,039+74.3% | $10,693+31.1% | $7,775+80.3% |