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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 | $193,484 | $125,797+53.8% | $170,057+13.8% | $75,177+157.4% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.0%+8.9pp | 67.2%+28.7pp |
| Annual return | 30.88% | 27.20%+3.7pp | 53.42%-22.5pp | 160.75%-129.9pp |
| Employer contribution / active EE | $8,323 | $4,616+80.3% | $6,790+22.6% | $2,671+211.6% |
| Participant deferral / active EE | $12,782 | $6,838+86.9% | $10,411+22.8% | $4,126+209.8% |
| Admin fee / account holder | $4,987 | $8,177-39.0% | $12,826-61.1% | $5,651-11.8% |