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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 | $225,795 | $84,236+168.1% | $170,435+32.5% | $70,126+222.0% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.6pp |
| Annual return | 17.57% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $8,289 | $3,387+144.7% | $5,432+52.6% | $2,343+253.9% |
| Participant deferral / active EE | $5,676 | $3,086+83.9% | $4,939+14.9% | $3,332+70.4% |
| Admin fee / account holder | $4,226 | $5,698-25.8% | $13,881-69.6% | $4,645-9.0% |