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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 | $245,502 | $75,058+227.1% | $152,301+61.2% | $64,340+281.6% |
| Participation rate | 93.8% | 60.9%+32.8pp | 82.4%+11.3pp | 55.2%+38.5pp |
| Annual return | 16.12% | 29.93%-13.8pp | 80.50%-64.4pp | 24.14%-8.0pp |
| Employer contribution / active EE | $5,387 | $2,605+106.8% | $4,624+16.5% | $1,862+189.4% |
| Participant deferral / active EE | $9,529 | $5,041+89.0% | $8,004+19.1% | $2,980+219.7% |
| Admin fee / account holder | $21,001 | $4,050+418.5% | $14,398+45.9% | $3,703+467.2% |