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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 | $214,975 | $125,797+70.9% | $170,043+26.4% | $75,173+186.0% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.0%+8.9pp | 67.2%+28.7pp |
| Annual return | 20.75% | 27.20%-6.5pp | 53.40%-32.7pp | 160.72%-140.0pp |
| Employer contribution / active EE | $13,049 | $4,616+182.7% | $6,790+92.2% | $2,671+388.6% |
| Participant deferral / active EE | $16,214 | $6,838+137.1% | $10,410+55.8% | $4,126+293.0% |
| Admin fee / account holder | $11,276 | $8,177+37.9% | $12,824-12.1% | $5,651+99.6% |