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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 | $93,345+149.9% | $119,126+95.8% | $87,485+166.6% |
| Participation rate | 96.7% | 68.7%+27.9pp | 75.8%+20.9pp | 68.9%+27.7pp |
| Annual return | 12.34% | 19.08%-6.7pp | 282.11%-269.8pp | 26.06%-13.7pp |
| Employer contribution / active EE | $16,667 | $3,172+425.5% | $4,034+313.2% | $2,596+542.0% |
| Participant deferral / active EE | $9,584 | $4,099+133.8% | $5,318+80.2% | $4,274+124.3% |
| Admin fee / account holder | $7,045 | $8,039-12.4% | $10,693-34.1% | $7,775-9.4% |