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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 | $243,767 | $98,776+146.8% | $149,745+62.8% | $79,856+205.3% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.2pp |
| Annual return | 17.42% | 27.38%-10.0pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $12,476 | $3,217+287.8% | $4,646+168.5% | $2,471+404.8% |
| Participant deferral / active EE | $7,675 | $5,681+35.1% | $6,843+12.2% | $3,741+105.2% |
| Admin fee / account holder | $8,759 | $6,053+44.7% | $9,312-5.9% | $5,306+65.1% |