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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 | $231,256 | $84,236+174.5% | $170,435+35.7% | $70,126+229.8% |
| Participation rate | 93.2% | 70.8%+22.4pp | 83.6%+9.6pp | 69.5%+23.6pp |
| Annual return | 13.77% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $7,840 | $3,387+131.5% | $5,432+44.3% | $2,343+234.7% |
| Participant deferral / active EE | $2,024 | $3,086-34.4% | $4,939-59.0% | $3,332-39.3% |
| Admin fee / account holder | $4,925 | $5,698-13.6% | $13,881-64.5% | $4,645+6.0% |