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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 | $201,008 | $81,331+147.1% | $155,534+29.2% | $80,935+148.4% |
| Participation rate | 98.7% | 66.3%+32.4pp | 78.2%+20.5pp | 67.7%+31.0pp |
| Annual return | 11.56% | 33.37%-21.8pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $10,605 | $3,105+241.6% | $4,675+126.9% | $2,757+284.7% |
| Participant deferral / active EE | $8,365 | $3,454+142.2% | $5,630+48.6% | $4,299+94.6% |
| Admin fee / account holder | $10,105 | $7,999+26.3% | $15,900-36.4% | $6,924+45.9% |