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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 | $187,998 | $93,617+100.8% | $135,982+38.3% | $75,177+150.1% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.7pp | 67.2%+29.5pp |
| Annual return | 26.60% | 30.89%-4.3pp | 68.32%-41.7pp | 160.75%-134.2pp |
| Employer contribution / active EE | $11,765 | $3,538+232.5% | $4,859+142.1% | $2,671+340.5% |
| Participant deferral / active EE | $10,818 | $6,406+68.9% | $7,760+39.4% | $4,126+162.2% |
| Admin fee / account holder | $3,501 | $6,980-49.8% | $10,767-67.5% | $5,651-38.1% |