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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 | $248,901 | $79,955+211.3% | $98,461+152.8% | $75,173+231.1% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.2%+20.0pp | 67.2%+28.0pp |
| Annual return | 14.62% | 19.75%-5.1pp | 21.17%-6.5pp | 160.72%-146.1pp |
| Employer contribution / active EE | $7,810 | $2,264+244.9% | $3,049+156.2% | $2,671+192.4% |
| Participant deferral / active EE | $7,397 | $3,752+97.1% | $4,738+56.1% | $4,126+79.3% |
| Admin fee / account holder | $24,839 | $6,841+263.1% | $8,961+177.2% | $5,651+339.6% |