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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 | $217,374 | $73,107+197.3% | $114,563+89.7% | $87,485+148.5% |
| Participation rate | 97.2% | 65.8%+31.4pp | 72.9%+24.3pp | 68.9%+28.3pp |
| Annual return | 18.17% | 19.47%-1.3pp | 241.09%-222.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $4,356 | $1,881+131.6% | $2,592+68.0% | $2,596+67.8% |
| Participant deferral / active EE | $9,939 | $3,144+216.2% | $4,142+140.0% | $4,274+132.6% |
| Admin fee / account holder | $1,185 | $5,770-79.5% | $7,623-84.5% | $7,775-84.8% |