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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 | $243,544 | $107,421+126.7% | $182,262+33.6% | $94,015+159.0% |
| Participation rate | 86.2% | 77.8%+8.4pp | 84.2%+2.0pp | 70.8%+15.4pp |
| Annual return | 14.97% | 21.32%-6.4pp | 140.60%-125.6pp | 17.84%-2.9pp |
| Employer contribution / active EE | $5,342 | $3,448+54.9% | $5,046+5.9% | $2,790+91.5% |
| Participant deferral / active EE | $13,412 | $6,558+104.5% | $8,276+62.0% | $4,249+215.6% |
| Admin fee / account holder | $9,813 | $8,692+12.9% | $16,712-41.3% | $8,951+9.6% |