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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 | $236,264 | $138,386+70.7% | $184,260+28.2% | $80,935+191.9% |
| Participation rate | 94.4% | 83.9%+10.6pp | 86.8%+7.6pp | 67.7%+26.8pp |
| Annual return | 15.56% | 20.02%-4.5pp | 28.84%-13.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $9,470 | $4,851+95.2% | $6,427+47.3% | $2,757+243.5% |
| Participant deferral / active EE | $24,314 | $7,076+243.6% | $9,133+166.2% | $4,299+465.5% |
| Admin fee / account holder | $399 | $10,489-96.2% | $13,898-97.1% | $6,924-94.2% |