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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 | $234,220 | $98,766+137.1% | $149,730+56.4% | $79,852+193.3% |
| Participation rate | 90.7% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 14.41% | 27.43%-13.0pp | 276.70%-262.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $4,250 | $3,217+32.1% | $4,645-8.5% | $2,471+72.0% |
| Participant deferral / active EE | $9,594 | $5,681+68.9% | $6,843+40.2% | $3,740+156.5% |
| Admin fee / account holder | $3,755 | $6,052-37.9% | $9,310-59.7% | $5,306-29.2% |