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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 | $239,329 | $81,276+194.5% | $155,574+53.8% | $80,925+195.7% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.7%+30.4pp |
| Annual return | 26.31% | 33.36%-7.1pp | 64.87%-38.6pp | 35.65%-9.3pp |
| Employer contribution / active EE | $9,667 | $3,103+211.5% | $4,676+106.7% | $2,756+250.7% |
| Participant deferral / active EE | $8,843 | $3,453+156.1% | $5,629+57.1% | $4,299+105.7% |
| Admin fee / account holder | $2,498 | $7,993-68.8% | $15,914-84.3% | $6,940-64.0% |