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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 | $186,316 | $91,559+103.5% | $133,978+39.1% | $79,856+133.3% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 15.68% | 61.85%-46.2pp | 45.10%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,699 | $2,384+13.2% | $3,919-31.1% | $2,471+9.2% |
| Participant deferral / active EE | $9,618 | $3,734+157.6% | $5,047+90.6% | $3,741+157.1% |
| Admin fee / account holder | $13,226 | $6,321+109.2% | $8,930+48.1% | $5,306+149.2% |