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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 | $196,381 | $109,359+79.6% | $162,177+21.1% | $72,975+169.1% |
| Participation rate | 87.2% | 84.3%+3.0pp | 87.6%-0.3pp | 69.5%+17.7pp |
| Annual return | 23.04% | 25.46%-2.4pp | 115.60%-92.6pp | 81.01%-58.0pp |
| Employer contribution / active EE | $10,309 | $3,907+163.8% | $5,613+83.7% | $2,440+322.5% |
| Participant deferral / active EE | $14,769 | $5,481+169.5% | $7,297+102.4% | $3,608+309.4% |
| Admin fee / account holder | $3,455 | $7,972-56.7% | $10,843-68.1% | $5,124-32.6% |