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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 | $226,128 | $77,638+191.3% | $156,551+44.4% | $62,881+259.6% |
| Participation rate | 91.7% | 71.2%+20.5pp | 84.0%+7.7pp | 69.3%+22.4pp |
| Annual return | 7.41% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $8,275 | $3,444+140.3% | $5,501+50.4% | $2,281+262.8% |
| Participant deferral / active EE | $6,878 | $3,046+125.8% | $4,871+41.2% | $3,203+114.7% |
| Admin fee / account holder | $1,321 | $5,561-76.3% | $13,028-89.9% | $4,296-69.3% |