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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 | $222,534 | $98,776+125.3% | $149,745+48.6% | $79,856+178.7% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 14.11% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,062 | $3,217+57.3% | $4,646+9.0% | $2,471+104.8% |
| Participant deferral / active EE | $9,052 | $5,681+59.3% | $6,843+32.3% | $3,741+142.0% |
| Admin fee / account holder | $2,285 | $6,053-62.3% | $9,312-75.5% | $5,306-56.9% |