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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 | $233,818 | $78,682+197.2% | $109,188+114.1% | $85,851+172.4% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 19.35% | 25.09%-5.7pp | 25.76%-6.4pp | 318.63%-299.3pp |
| Employer contribution / active EE | $9,460 | $2,734+246.0% | $3,723+154.1% | $2,565+268.7% |
| Participant deferral / active EE | $8,804 | $3,468+153.9% | $4,654+89.2% | $3,952+122.7% |
| Admin fee / account holder | $1,945 | $5,470-64.4% | $6,755-71.2% | $6,261-68.9% |