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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 | $205,323 | $77,920+163.5% | $149,723+37.1% | $75,177+173.1% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 16.57% | 31.72%-15.2pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $7,246 | $3,138+130.9% | $4,821+50.3% | $2,671+171.3% |
| Participant deferral / active EE | $6,092 | $3,411+78.6% | $5,682+7.2% | $4,126+47.6% |
| Admin fee / account holder | $1,315 | $5,951-77.9% | $13,215-90.0% | $5,651-76.7% |