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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 | $210,337 | $125,797+67.2% | $170,057+23.7% | $75,177+179.8% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 21.35% | 27.20%-5.8pp | 53.42%-32.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $31,156 | $4,616+575.0% | $6,790+358.8% | $2,671+1066.4% |
| Participant deferral / active EE | $19,118 | $6,838+179.6% | $10,411+83.6% | $4,126+363.3% |
| Admin fee / account holder | $4,995 | $8,177-38.9% | $12,826-61.1% | $5,651-11.6% |