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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 | $211,762 | $106,864+98.2% | $147,318+43.7% | $82,637+156.3% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 18.15% | 27.49%-9.3pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $11,897 | $3,417+248.2% | $4,593+159.0% | $2,552+366.2% |
| Participant deferral / active EE | $8,233 | $6,496+26.7% | $7,906+4.1% | $4,126+99.5% |
| Admin fee / account holder | $2,705 | $8,415-67.9% | $13,708-80.3% | $7,339-63.1% |