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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 | $231,332 | $86,294+168.1% | $111,303+107.8% | $85,856+169.4% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 19.05% | 19.99%-0.9pp | 54.66%-35.6pp | 318.58%-299.5pp |
| Employer contribution / active EE | $3,152 | $2,043+54.3% | $2,731+15.4% | $2,565+22.9% |
| Participant deferral / active EE | $10,663 | $3,641+192.9% | $4,487+137.6% | $3,952+169.8% |
| Admin fee / account holder | $12,199 | $8,189+49.0% | $7,966+53.1% | $6,261+94.8% |