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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 | $202,505 | $52,884+282.9% | $84,753+138.9% | $55,167+267.1% |
| Participation rate | 89.5% | 67.5%+22.0pp | 76.6%+12.9pp | 69.0%+20.5pp |
| Annual return | 4.99% | 18.03%-13.0pp | 22.78%-17.8pp | 169.23%-164.2pp |
| Employer contribution / active EE | $6,637 | $2,233+197.2% | $3,574+85.7% | $1,963+238.2% |
| Participant deferral / active EE | $8,427 | $2,644+218.7% | $3,712+127.0% | $3,054+175.9% |
| Admin fee / account holder | $14,588 | $581+2412.1% | $5,333+173.5% | $504+2794.9% |