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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 | $214,640 | $87,733+144.7% | $106,555+101.4% | $85,847+150.0% |
| Participation rate | 96.5% | 71.9%+24.6pp | 76.1%+20.4pp | 69.3%+27.2pp |
| Annual return | 13.81% | 21.86%-8.0pp | 26.80%-13.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $6,559 | $2,073+216.4% | $2,819+132.6% | $2,565+155.7% |
| Participant deferral / active EE | $4,573 | $3,469+31.8% | $4,399+4.0% | $3,952+15.7% |
| Admin fee / account holder | $10,710 | $6,767+58.3% | $7,408+44.6% | $6,261+71.1% |