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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 | $247,082 | $81,476+203.3% | $102,383+141.3% | $80,925+205.3% |
| Participation rate | 92.5% | 66.8%+25.7pp | 74.5%+18.0pp | 67.7%+24.8pp |
| Annual return | 24.05% | 25.59%-1.5pp | 24.94%-0.9pp | 35.65%-11.6pp |
| Employer contribution / active EE | $7,500 | $3,105+141.6% | $3,870+93.8% | $2,756+172.1% |
| Participant deferral / active EE | $9,139 | $3,871+136.1% | $5,060+80.6% | $4,299+112.6% |
| Admin fee / account holder | $434 | $6,717-93.5% | $8,391-94.8% | $6,940-93.7% |