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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 | $212,043 | $84,236+151.7% | $170,435+24.4% | $70,126+202.4% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 18.58% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $7,215 | $3,387+113.0% | $5,432+32.8% | $2,343+208.0% |
| Participant deferral / active EE | $8,733 | $3,086+183.0% | $4,939+76.8% | $3,332+162.1% |
| Admin fee / account holder | $5,987 | $5,698+5.1% | $13,881-56.9% | $4,645+28.9% |