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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 | $195,542 | $99,971+95.6% | $161,596+21.0% | $94,015+108.0% |
| Participation rate | 90.6% | 78.7%+11.9pp | 80.7%+9.9pp | 70.8%+19.8pp |
| Annual return | 17.59% | 15.93%+1.7pp | 389.92%-372.3pp | 17.84%-0.3pp |
| Employer contribution / active EE | $8,745 | $3,559+145.7% | $3,977+119.9% | $2,790+213.4% |
| Participant deferral / active EE | $18,194 | $6,320+187.9% | $6,750+169.5% | $4,249+328.2% |
| Admin fee / account holder | $4,637 | $6,999-33.8% | $13,161-64.8% | $8,951-48.2% |