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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 | $204,781 | $101,752+101.3% | $164,928+24.2% | $80,911+153.1% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 14.48% | 16.73%-2.3pp | 70.08%-55.6pp | 35.63%-21.2pp |
| Employer contribution / active EE | $6,273 | $2,953+112.4% | $4,343+44.4% | $2,756+127.6% |
| Participant deferral / active EE | $12,659 | $4,477+182.8% | $6,034+109.8% | $4,297+194.6% |
| Admin fee / account holder | $5,671 | $8,218-31.0% | $12,684-55.3% | $6,935-18.2% |