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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 | $225,056 | $108,825+106.8% | $156,181+44.1% | $82,448+173.0% |
| Participation rate | 95.1% | 72.4%+22.8pp | 78.8%+16.3pp | 68.1%+27.1pp |
| Annual return | 13.83% | 20.59%-6.8pp | 64.87%-51.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $6,156 | $2,870+114.5% | $4,294+43.4% | $2,551+141.3% |
| Participant deferral / active EE | $9,966 | $4,577+117.7% | $6,132+62.5% | $4,139+140.8% |
| Admin fee / account holder | $10,496 | $9,341+12.4% | $14,586-28.0% | $7,234+45.1% |