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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 | $206,753 | $84,233+145.5% | $170,436+21.3% | $70,131+194.8% |
| Participation rate | 96.7% | 70.8%+25.9pp | 83.6%+13.1pp | 69.5%+27.2pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.94%-191.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $8,092 | $3,387+138.9% | $5,433+49.0% | $2,342+245.5% |
| Participant deferral / active EE | $5,090 | $3,086+65.0% | $4,939+3.1% | $3,332+52.8% |
| Admin fee / account holder | $5,984 | $5,698+5.0% | $13,880-56.9% | $4,645+28.8% |