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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 | $241,657 | $84,236+186.9% | $170,435+41.8% | $70,126+244.6% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 12.81% | 23.06%-10.3pp | 205.94%-193.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $11,709 | $3,387+245.7% | $5,432+115.5% | $2,343+399.8% |
| Participant deferral / active EE | $2,230 | $3,086-27.7% | $4,939-54.9% | $3,332-33.1% |
| Admin fee / account holder | $2,349 | $5,698-58.8% | $13,881-83.1% | $4,645-49.4% |