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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 | $173,471 | $77,638+123.4% | $156,551+10.8% | $62,881+175.9% |
| Participation rate | 94.0% | 71.2%+22.8pp | 84.0%+10.0pp | 69.3%+24.7pp |
| Annual return | 5.31% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,195 | $3,444+108.9% | $5,501+30.8% | $2,281+215.5% |
| Participant deferral / active EE | $8,356 | $3,046+174.4% | $4,871+71.5% | $3,203+160.9% |
| Admin fee / account holder | $16,853 | $5,561+203.0% | $13,028+29.4% | $4,296+292.3% |