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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 | $201,353 | $98,776+103.8% | $149,745+34.5% | $79,856+152.1% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 22.16% | 27.38%-5.2pp | 276.72%-254.6pp | 31.71%-9.5pp |
| Employer contribution / active EE | $6,877 | $3,217+113.8% | $4,646+48.0% | $2,471+178.3% |
| Participant deferral / active EE | $7,131 | $5,681+25.5% | $6,843+4.2% | $3,741+90.6% |
| Admin fee / account holder | $4,772 | $6,053-21.2% | $9,312-48.8% | $5,306-10.1% |