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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 | $96,731+129.1% | $123,973+78.7% | $86,983+154.7% |
| Participation rate | 88.1% | 70.0%+18.1pp | 76.7%+11.4pp | 69.5%+18.6pp |
| Annual return | 12.25% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $4,367 | $3,297+32.5% | $4,126+5.9% | $2,584+69.0% |
| Participant deferral / active EE | $10,142 | $4,152+144.3% | $5,247+93.3% | $4,194+141.8% |
| Admin fee / account holder | $14,015 | $8,722+60.7% | $11,799+18.8% | $7,856+78.4% |