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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 | $241,605 | $73,978+226.6% | $96,515+150.3% | $75,173+221.4% |
| Participation rate | 91.7% | 66.4%+25.2pp | 74.3%+17.3pp | 67.2%+24.5pp |
| Annual return | 18.45% | 26.72%-8.3pp | 35.73%-17.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $9,350 | $2,931+219.0% | $3,740+150.0% | $2,671+250.0% |
| Participant deferral / active EE | $9,840 | $3,660+168.9% | $4,880+101.7% | $4,126+138.5% |
| Admin fee / account holder | $5,925 | $5,219+13.5% | $6,735-12.0% | $5,651+4.9% |