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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 | $81,233+194.6% | $155,567+53.8% | $80,874+195.9% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 26.31% | 33.33%-7.0pp | 64.74%-38.4pp | 35.62%-9.3pp |
| Employer contribution / active EE | $9,667 | $3,101+211.7% | $4,674+106.8% | $2,756+250.8% |
| Participant deferral / active EE | $8,843 | $3,452+156.2% | $5,628+57.1% | $4,297+105.8% |
| Admin fee / account holder | $2,498 | $7,998-68.8% | $15,916-84.3% | $6,935-64.0% |