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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 | $240,418 | $76,551+214.1% | $123,894+94.1% | $62,881+282.3% |
| Participation rate | 88.7% | 73.0%+15.7pp | 81.4%+7.3pp | 69.3%+19.4pp |
| Annual return | 9.39% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $11,121 | $2,882+285.8% | $4,617+140.9% | $2,281+387.6% |
| Participant deferral / active EE | $8,821 | $4,840+82.3% | $5,984+47.4% | $3,203+175.4% |
| Admin fee / account holder | $903 | $4,826-81.3% | $8,357-89.2% | $4,296-79.0% |