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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 | $241,692 | $69,977+245.4% | $108,582+122.6% | $62,881+284.4% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.9pp | 69.3%+27.1pp |
| Annual return | 12.17% | 10.73%+1.4pp | -51.70%+63.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $9,582 | $2,135+348.8% | $3,758+155.0% | $2,281+320.1% |
| Participant deferral / active EE | $5,413 | $3,165+71.0% | $4,311+25.6% | $3,203+69.0% |
| Admin fee / account holder | $17,488 | $5,076+244.5% | $7,645+128.7% | $4,296+307.1% |