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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 | $248,022 | $91,439+171.2% | $135,974+82.4% | $71,511+246.8% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 16.93% | 29.90%-13.0pp | 68.30%-51.4pp | 28.86%-11.9pp |
| Employer contribution / active EE | $4,847 | $3,705+30.8% | $4,859-0.2% | $2,589+87.2% |
| Participant deferral / active EE | $11,097 | $7,093+56.4% | $7,760+43.0% | $4,291+158.6% |
| Admin fee / account holder | $16,545 | $1,267+1206.2% | $10,767+53.7% | $1,588+941.5% |