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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 | $219,519 | $78,690+179.0% | $161,489+35.9% | $87,485+150.9% |
| Participation rate | 90.9% | 67.5%+23.4pp | 78.7%+12.2pp | 68.9%+22.0pp |
| Annual return | 15.99% | 32.74%-16.8pp | 89.72%-73.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,874 | $2,588+49.7% | $4,268-9.2% | $2,596+49.2% |
| Participant deferral / active EE | $5,483 | $3,311+65.6% | $5,630-2.6% | $4,274+28.3% |
| Admin fee / account holder | $30,487 | $6,724+353.4% | $16,006+90.5% | $7,775+292.1% |