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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 | $224,874 | $56,110+300.8% | $94,993+136.7% | $70,126+220.7% |
| Participation rate | 92.7% | 65.0%+27.7pp | 73.9%+18.8pp | 69.5%+23.2pp |
| Annual return | 17.20% | 51.02%-33.8pp | 27.14%-9.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $7,935 | $1,442+450.2% | $2,603+204.8% | $2,343+238.7% |
| Participant deferral / active EE | $5,326 | $2,391+122.8% | $3,317+60.6% | $3,332+59.9% |
| Admin fee / account holder | $2,413 | $3,456-30.2% | $4,960-51.4% | $4,645-48.1% |