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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 | $210,672 | $93,598+125.1% | $135,974+54.9% | $75,173+180.2% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 15.48% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $8,907 | $3,538+151.7% | $4,859+83.3% | $2,671+233.5% |
| Participant deferral / active EE | $11,309 | $6,405+76.5% | $7,760+45.7% | $4,126+174.1% |
| Admin fee / account holder | $8,448 | $6,978+21.1% | $10,767-21.5% | $5,651+49.5% |