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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 | $232,129 | $93,617+148.0% | $135,982+70.7% | $75,177+208.8% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 17.32% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $7,669 | $3,538+116.7% | $4,859+57.8% | $2,671+187.1% |
| Participant deferral / active EE | $9,283 | $6,406+44.9% | $7,760+19.6% | $4,126+125.0% |
| Admin fee / account holder | $10,412 | $6,980+49.2% | $10,767-3.3% | $5,651+84.2% |