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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 | $230,765 | $84,236+173.9% | $170,435+35.4% | $70,126+229.1% |
| Participation rate | 81.3% | 70.8%+10.4pp | 83.6%-2.3pp | 69.5%+11.7pp |
| Annual return | 14.35% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $8,799 | $3,387+159.8% | $5,432+62.0% | $2,343+275.6% |
| Participant deferral / active EE | $4,389 | $3,086+42.2% | $4,939-11.1% | $3,332+31.7% |
| Admin fee / account holder | $7,127 | $5,698+25.1% | $13,881-48.7% | $4,645+53.4% |