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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 | $233,275 | $105,284+121.6% | $150,734+54.8% | $94,015+148.1% |
| Participation rate | 96.7% | 71.7%+24.9pp | 78.4%+18.2pp | 70.8%+25.8pp |
| Annual return | 12.34% | 15.67%-3.3pp | 600.81%-588.5pp | 17.84%-5.5pp |
| Employer contribution / active EE | $16,667 | $3,599+363.1% | $4,918+238.9% | $2,790+497.4% |
| Participant deferral / active EE | $9,584 | $4,274+124.3% | $5,610+70.8% | $4,249+125.5% |
| Admin fee / account holder | $7,045 | $9,839-28.4% | $14,905-52.7% | $8,951-21.3% |