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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 | $190,010 | $77,638+144.7% | $156,551+21.4% | $62,881+202.2% |
| Participation rate | 95.3% | 71.2%+24.1pp | 84.0%+11.3pp | 69.3%+26.0pp |
| Annual return | 6.84% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $8,678 | $3,444+152.0% | $5,501+57.7% | $2,281+280.4% |
| Participant deferral / active EE | $5,931 | $3,046+94.7% | $4,871+21.8% | $3,203+85.2% |
| Admin fee / account holder | $14,179 | $5,561+154.9% | $13,028+8.8% | $4,296+230.1% |