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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 | $202,812 | $98,776+105.3% | $149,745+35.4% | $79,856+154.0% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 26.65% | 27.38%-0.7pp | 276.72%-250.1pp | 31.71%-5.1pp |
| Employer contribution / active EE | $8,898 | $3,217+176.6% | $4,646+91.5% | $2,471+260.0% |
| Participant deferral / active EE | $7,536 | $5,681+32.6% | $6,843+10.1% | $3,741+101.5% |
| Admin fee / account holder | $3,516 | $6,053-41.9% | $9,312-62.2% | $5,306-33.7% |