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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 | $195,387 | $98,776+97.8% | $149,745+30.5% | $79,856+144.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 25.02% | 27.38%-2.4pp | 276.72%-251.7pp | 31.71%-6.7pp |
| Employer contribution / active EE | $22,024 | $3,217+584.6% | $4,646+374.1% | $2,471+791.2% |
| Participant deferral / active EE | $5,091 | $5,681-10.4% | $6,843-25.6% | $3,741+36.1% |
| Admin fee / account holder | $870 | $6,053-85.6% | $9,312-90.7% | $5,306-83.6% |