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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 | $230,650 | $101,778+126.6% | $164,975+39.8% | $80,925+185.0% |
| Participation rate | 94.7% | 71.8%+22.9pp | 78.6%+16.1pp | 67.7%+27.1pp |
| Annual return | 16.45% | 16.73%-0.3pp | 70.12%-53.7pp | 35.65%-19.2pp |
| Employer contribution / active EE | $11,294 | $2,954+282.3% | $4,343+160.1% | $2,756+309.8% |
| Participant deferral / active EE | $4,813 | $4,477+7.5% | $6,033-20.2% | $4,299+12.0% |
| Admin fee / account holder | $4,598 | $8,221-44.1% | $12,688-63.8% | $6,940-33.8% |