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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 | $221,546 | $98,760+124.3% | $149,715+48.0% | $79,858+177.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 15.63% | 27.43%-11.8pp | 276.66%-261.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $6,313 | $3,217+96.3% | $4,645+35.9% | $2,471+155.5% |
| Participant deferral / active EE | $10,424 | $5,681+83.5% | $6,842+52.4% | $3,740+178.7% |
| Admin fee / account holder | $905 | $6,053-85.0% | $9,310-90.3% | $5,306-82.9% |