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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 | $222,992 | $98,776+125.8% | $149,745+48.9% | $79,856+179.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | 18.02% | 27.38%-9.4pp | 276.72%-258.7pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,330 | $3,217+3.5% | $4,646-28.3% | $2,471+34.8% |
| Participant deferral / active EE | $10,516 | $5,681+85.1% | $6,843+53.7% | $3,741+181.1% |
| Admin fee / account holder | $4,049 | $6,053-33.1% | $9,312-56.5% | $5,306-23.7% |