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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 | $219,926 | $77,920+182.2% | $149,723+46.9% | $75,177+192.5% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 31.02% | 31.72%-0.7pp | 134.50%-103.5pp | 160.75%-129.7pp |
| Employer contribution / active EE | $7,729 | $3,138+146.3% | $4,821+60.3% | $2,671+189.4% |
| Participant deferral / active EE | $4,611 | $3,411+35.2% | $5,682-18.8% | $4,126+11.8% |
| Admin fee / account holder | $5,918 | $5,951-0.6% | $13,215-55.2% | $5,651+4.7% |