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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 | $197,657 | $125,797+57.1% | $170,028+16.2% | $75,181+162.9% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.7pp | 67.2%+26.6pp |
| Annual return | 20.39% | 27.20%-6.8pp | 53.39%-33.0pp | 160.69%-140.3pp |
| Employer contribution / active EE | $8,935 | $4,616+93.6% | $6,788+31.6% | $2,671+234.6% |
| Participant deferral / active EE | $17,152 | $6,838+150.8% | $10,409+64.8% | $4,126+315.7% |
| Admin fee / account holder | $1,858 | $8,177-77.3% | $12,820-85.5% | $5,650-67.1% |