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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 | $220,755 | $105,284+109.7% | $150,734+46.5% | $94,015+134.8% |
| Participation rate | 98.3% | 71.7%+26.6pp | 78.4%+19.9pp | 70.8%+27.5pp |
| Annual return | 17.54% | 15.67%+1.9pp | 600.81%-583.3pp | 17.84%-0.3pp |
| Employer contribution / active EE | $13,510 | $3,599+275.4% | $4,918+174.7% | $2,790+384.2% |
| Participant deferral / active EE | $7,460 | $4,274+74.6% | $5,610+33.0% | $4,249+75.6% |
| Admin fee / account holder | $1,767 | $9,839-82.0% | $14,905-88.1% | $8,951-80.3% |