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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 | $179,023 | $65,364+173.9% | $92,909+92.7% | $72,975+145.3% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.7pp |
| Annual return | 21.16% | 42.11%-21.0pp | 109.44%-88.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $9,794 | $2,594+277.5% | $3,653+168.1% | $2,440+301.4% |
| Participant deferral / active EE | $5,928 | $3,128+89.5% | $4,238+39.9% | $3,608+64.3% |
| Admin fee / account holder | $11,574 | $4,251+172.2% | $5,795+99.7% | $5,124+125.9% |