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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 | $198,930 | $52,279+280.5% | $89,435+122.4% | $79,856+149.1% |
| Participation rate | 93.0% | 57.5%+35.4pp | 68.0%+25.0pp | 69.6%+23.3pp |
| Annual return | 13.75% | 22.16%-8.4pp | 245.55%-231.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,914 | $1,572+85.4% | $2,587+12.6% | $2,471+17.9% |
| Participant deferral / active EE | $9,290 | $2,740+239.0% | $3,890+138.8% | $3,741+148.3% |
| Admin fee / account holder | $9,571 | $3,356+185.2% | $4,884+96.0% | $5,306+80.4% |