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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 | $200,222 | $98,776+102.7% | $149,745+33.7% | $79,856+150.7% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 35.58% | 27.38%+8.2pp | 276.72%-241.1pp | 31.71%+3.9pp |
| Employer contribution / active EE | $3,740 | $3,217+16.2% | $4,646-19.5% | $2,471+51.3% |
| Participant deferral / active EE | $10,119 | $5,681+78.1% | $6,843+47.9% | $3,741+170.5% |
| Admin fee / account holder | $730 | $6,053-87.9% | $9,312-92.2% | $5,306-86.2% |