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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 | $235,518 | $72,486+224.9% | $87,103+170.4% | $72,976+222.7% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 20.67% | 24.46%-3.8pp | 28.19%-7.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $5,904 | $1,894+211.8% | $2,521+134.2% | $2,440+142.0% |
| Participant deferral / active EE | $8,070 | $3,270+146.8% | $4,049+99.3% | $3,608+123.7% |
| Admin fee / account holder | $14,435 | $5,055+185.6% | $7,491+92.7% | $5,124+181.7% |