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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 | $218,553 | $93,617+133.5% | $135,982+60.7% | $75,177+190.7% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 19.82% | 30.89%-11.1pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $5,164 | $3,538+45.9% | $4,859+6.3% | $2,671+93.3% |
| Participant deferral / active EE | $10,557 | $6,406+64.8% | $7,760+36.0% | $4,126+155.8% |
| Admin fee / account holder | $30,833 | $6,980+341.8% | $10,767+186.4% | $5,651+445.6% |