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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 | $230,269 | $89,259+158.0% | $107,187+114.8% | $82,637+178.6% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 16.95% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $10,721 | $3,080+248.1% | $3,782+183.5% | $2,552+320.1% |
| Participant deferral / active EE | $5,160 | $4,037+27.8% | $5,096+1.2% | $4,126+25.0% |
| Admin fee / account holder | $10,236 | $7,381+38.7% | $9,162+11.7% | $7,339+39.5% |