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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 | $216,440 | $89,370+142.2% | $141,197+53.3% | $72,976+196.6% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 20.17% | 111.88%-91.7pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $3,466 | $3,115+11.3% | $4,736-26.8% | $2,440+42.1% |
| Participant deferral / active EE | $8,024 | $5,419+48.1% | $6,710+19.6% | $3,608+122.4% |
| Admin fee / account holder | $23,159 | $5,957+288.8% | $10,265+125.6% | $5,124+352.0% |