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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 | $199,338 | $70,684+182.0% | $169,397+17.7% | $75,177+165.2% |
| Participation rate | 82.1% | 64.8%+17.3pp | 77.2%+5.0pp | 67.2%+14.9pp |
| Annual return | 18.14% | 36.38%-18.2pp | 406.23%-388.1pp | 160.75%-142.6pp |
| Employer contribution / active EE | $3,397 | $2,211+53.6% | $4,013-15.4% | $2,671+27.2% |
| Participant deferral / active EE | $10,260 | $4,310+138.1% | $6,223+64.9% | $4,126+148.6% |
| Admin fee / account holder | $10,370 | $5,404+91.9% | $9,017+15.0% | $5,651+83.5% |