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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 | $218,407 | $110,278+98.1% | $95,740+128.1% | $139,466+56.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.97% | 27.19%-11.2pp | 28.41%-12.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $4,215 | $3,260+29.3% | $2,836+48.6% | $4,754-11.3% |
| Participant deferral / active EE | $15,200 | $4,674+225.2% | $4,244+258.2% | $6,712+126.5% |
| Admin fee / account holder | $943 | $6,613-85.7% | $5,676-83.4% | $11,409-91.7% |