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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 | $117,615 | $43,423+170.9% | $78,676+49.5% | $55,167+113.2% |
| Participation rate | 95.2% | 68.0%+27.2pp | 73.6%+21.6pp | 69.0%+26.2pp |
| Annual return | 9.03% | 11.53%-2.5pp | 62.19%-53.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,273 | $1,997+13.8% | $2,850-20.3% | $1,963+15.8% |
| Participant deferral / active EE | $4,385 | $2,509+74.8% | $3,517+24.7% | $3,054+43.6% |
| Admin fee / account holder | $7,493 | $416+1700.5% | $4,510+66.1% | $504+1386.9% |