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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 | $238,906 | $101,752+134.8% | $164,928+44.9% | $80,911+195.3% |
| Participation rate | 93.0% | 71.8%+21.1pp | 78.6%+14.4pp | 67.6%+25.3pp |
| Annual return | 89.02% | 16.73%+72.3pp | 70.08%+18.9pp | 35.63%+53.4pp |
| Employer contribution / active EE | $8,127 | $2,953+175.2% | $4,343+87.1% | $2,756+194.9% |
| Participant deferral / active EE | $4,201 | $4,477-6.2% | $6,034-30.4% | $4,297-2.2% |
| Admin fee / account holder | $913 | $8,218-88.9% | $12,684-92.8% | $6,935-86.8% |