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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 | $222,128 | $79,955+177.8% | $98,461+125.6% | $75,173+195.5% |
| Participation rate | 89.7% | 70.4%+19.3pp | 75.2%+14.5pp | 67.2%+22.5pp |
| Annual return | 14.85% | 19.75%-4.9pp | 21.17%-6.3pp | 160.72%-145.9pp |
| Employer contribution / active EE | $6,237 | $2,264+175.5% | $3,049+104.6% | $2,671+133.5% |
| Participant deferral / active EE | $4,161 | $3,752+10.9% | $4,738-12.2% | $4,126+0.9% |
| Admin fee / account holder | $10,872 | $6,841+58.9% | $8,961+21.3% | $5,651+92.4% |