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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 | $218,720 | $76,551+185.7% | $123,894+76.5% | $62,881+247.8% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 13.08% | 18.68%-5.6pp | 47.52%-34.4pp | 20.14%-7.1pp |
| Employer contribution / active EE | $5,608 | $2,882+94.5% | $4,617+21.5% | $2,281+145.9% |
| Participant deferral / active EE | $7,701 | $4,840+59.1% | $5,984+28.7% | $3,203+140.4% |
| Admin fee / account holder | $3,262 | $4,826-32.4% | $8,357-61.0% | $4,296-24.1% |