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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 | $211,126 | $84,236+150.6% | $170,435+23.9% | $70,126+201.1% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 20.27% | 23.06%-2.8pp | 205.94%-185.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $7,556 | $3,387+123.1% | $5,432+39.1% | $2,343+222.5% |
| Participant deferral / active EE | $5,644 | $3,086+82.9% | $4,939+14.3% | $3,332+69.4% |
| Admin fee / account holder | $6,835 | $5,698+19.9% | $13,881-50.8% | $4,645+47.1% |