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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 | $231,876 | $93,598+147.7% | $135,974+70.5% | $75,173+208.5% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 19.92% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $9,561 | $3,538+170.2% | $4,859+96.8% | $2,671+258.0% |
| Participant deferral / active EE | $12,441 | $6,405+94.2% | $7,760+60.3% | $4,126+201.5% |
| Admin fee / account holder | $2,513 | $6,978-64.0% | $10,767-76.7% | $5,651-55.5% |