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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 | $197,380 | $105,284+87.5% | $150,734+30.9% | $94,015+109.9% |
| Participation rate | 94.5% | 71.7%+22.8pp | 78.4%+16.1pp | 70.8%+23.7pp |
| Annual return | 14.91% | 15.67%-0.8pp | 600.81%-585.9pp | 17.84%-2.9pp |
| Employer contribution / active EE | $18,344 | $3,599+409.7% | $4,918+273.0% | $2,790+557.5% |
| Participant deferral / active EE | $4,983 | $4,274+16.6% | $5,610-11.2% | $4,249+17.3% |
| Admin fee / account holder | $1,714 | $9,839-82.6% | $14,905-88.5% | $8,951-80.9% |