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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 | $216,218 | $94,031+129.9% | $115,768+86.8% | $82,448+162.2% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.4%+21.8pp | 68.1%+28.1pp |
| Annual return | 13.43% | 20.61%-7.2pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $6,539 | $2,323+181.4% | $2,940+122.4% | $2,551+156.3% |
| Participant deferral / active EE | $4,469 | $3,972+12.5% | $4,917-9.1% | $4,139+8.0% |
| Admin fee / account holder | $6,041 | $10,249-41.1% | $12,439-51.4% | $7,234-16.5% |