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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 | $226,237 | $81,358+178.1% | $155,556+45.4% | $80,959+179.4% |
| Participation rate | 97.5% | 66.3%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 18.79% | 33.39%-14.6pp | 64.84%-46.0pp | 35.67%-16.9pp |
| Employer contribution / active EE | $6,556 | $3,106+111.1% | $4,675+40.2% | $2,757+137.8% |
| Participant deferral / active EE | $7,056 | $3,455+104.2% | $5,631+25.3% | $4,300+64.1% |
| Admin fee / account holder | $2,837 | $7,994-64.5% | $15,885-82.1% | $6,925-59.0% |