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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 | $185,838 | $101,752+82.6% | $164,928+12.7% | $80,911+129.7% |
| Participation rate | 93.2% | 71.8%+21.3pp | 78.6%+14.6pp | 67.6%+25.5pp |
| Annual return | 12.70% | 16.73%-4.0pp | 70.08%-57.4pp | 35.63%-22.9pp |
| Employer contribution / active EE | $15,953 | $2,953+440.2% | $4,343+267.3% | $2,756+478.9% |
| Participant deferral / active EE | $6,797 | $4,477+51.8% | $6,034+12.7% | $4,297+58.2% |
| Admin fee / account holder | $11,844 | $8,218+44.1% | $12,684-6.6% | $6,935+70.8% |