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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 | $199,861 | $93,589+113.6% | $135,942+47.0% | $75,181+165.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 18.01% | 30.90%-12.9pp | 68.28%-50.3pp | 160.69%-142.7pp |
| Employer contribution / active EE | $12,096 | $3,537+242.0% | $4,858+149.0% | $2,671+353.0% |
| Participant deferral / active EE | $9,750 | $6,405+52.2% | $7,759+25.7% | $4,126+136.3% |
| Admin fee / account holder | $3,257 | $6,977-53.3% | $10,764-69.7% | $5,650-42.4% |