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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 | $78,690+164.6% | $161,489+28.9% | $87,485+138.0% |
| Participation rate | 96.6% | 67.5%+29.1pp | 78.7%+17.9pp | 68.9%+27.6pp |
| Annual return | 14.46% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $8,840 | $2,588+241.6% | $4,268+107.1% | $2,596+240.5% |
| Participant deferral / active EE | $7,354 | $3,311+122.1% | $5,630+30.6% | $4,274+72.1% |
| Admin fee / account holder | $8,914 | $6,724+32.6% | $16,006-44.3% | $7,775+14.6% |