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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 | $217,955 | $101,778+114.1% | $164,975+32.1% | $80,925+169.3% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.7%+26.5pp |
| Annual return | 13.55% | 16.73%-3.2pp | 70.12%-56.6pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,634 | $2,954+90.7% | $4,343+29.7% | $2,756+104.4% |
| Participant deferral / active EE | $8,791 | $4,477+96.4% | $6,033+45.7% | $4,299+104.5% |
| Admin fee / account holder | $1,281 | $8,221-84.4% | $12,688-89.9% | $6,940-81.5% |