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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 | $236,248 | $85,206+177.3% | $172,745+36.8% | $72,986+223.7% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.7pp |
| Annual return | 22.74% | 27.32%-4.6pp | 802.90%-780.2pp | 81.01%-58.3pp |
| Employer contribution / active EE | $3,685 | $3,325+10.8% | $5,144-28.4% | $2,440+51.0% |
| Participant deferral / active EE | $6,966 | $3,260+113.7% | $5,197+34.0% | $3,607+93.1% |
| Admin fee / account holder | $2,160 | $5,883-63.3% | $13,954-84.5% | $5,124-57.8% |