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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 | $242,493 | $77,638+212.3% | $156,551+54.9% | $62,881+285.6% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 8.32% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $26,795 | $3,444+678.0% | $5,501+387.1% | $2,281+1074.7% |
| Participant deferral / active EE | $20,663 | $3,046+578.5% | $4,871+324.2% | $3,203+545.1% |
| Admin fee / account holder | $777 | $5,561-86.0% | $13,028-94.0% | $4,296-81.9% |