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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 | $240,585 | $145,431+65.4% | $211,142+13.9% | $87,485+175.0% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.3%+5.8pp | 68.9%+24.2pp |
| Annual return | 15.57% | 27.21%-11.6pp | 46.84%-31.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $10,540 | $4,662+126.1% | $6,442+63.6% | $2,596+306.0% |
| Participant deferral / active EE | $28,559 | $6,859+316.4% | $9,284+207.6% | $4,274+568.3% |
| Admin fee / account holder | $98,594 | $17,052+478.2% | $19,076+416.9% | $7,775+1168.1% |