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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 | $208,220 | $76,407+172.5% | $150,298+38.5% | $82,448+152.5% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 14.46% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $8,840 | $2,614+238.2% | $4,154+112.8% | $2,551+246.5% |
| Participant deferral / active EE | $7,354 | $3,214+128.8% | $5,453+34.9% | $4,139+77.7% |
| Admin fee / account holder | $8,914 | $6,352+40.3% | $14,116-36.9% | $7,234+23.2% |