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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 | $180,340 | $93,345+93.2% | $119,126+51.4% | $87,485+106.1% |
| Participation rate | 95.0% | 68.7%+26.3pp | 75.8%+19.2pp | 68.9%+26.1pp |
| Annual return | 17.79% | 19.08%-1.3pp | 282.11%-264.3pp | 26.06%-8.3pp |
| Employer contribution / active EE | $8,814 | $3,172+177.9% | $4,034+118.5% | $2,596+239.5% |
| Participant deferral / active EE | $7,038 | $4,099+71.7% | $5,318+32.3% | $4,274+64.7% |
| Admin fee / account holder | $7,884 | $8,039-1.9% | $10,693-26.3% | $7,775+1.4% |