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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 | $227,193 | $77,908+191.6% | $149,696+51.8% | $75,173+202.2% |
| Participation rate | 98.2% | 65.6%+32.6pp | 78.8%+19.4pp | 67.2%+31.0pp |
| Annual return | 28.25% | 31.73%-3.5pp | 134.46%-106.2pp | 160.72%-132.5pp |
| Employer contribution / active EE | $11,944 | $3,138+280.6% | $4,821+147.8% | $2,671+347.2% |
| Participant deferral / active EE | $7,726 | $3,411+126.5% | $5,682+36.0% | $4,126+87.2% |
| Admin fee / account holder | $4,182 | $5,950-29.7% | $13,212-68.3% | $5,651-26.0% |