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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 | $245,645 | $93,598+162.4% | $135,974+80.7% | $75,173+226.8% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 26.49% | 30.89%-4.4pp | 68.30%-41.8pp | 160.72%-134.2pp |
| Employer contribution / active EE | $9,106 | $3,538+157.4% | $4,859+87.4% | $2,671+240.9% |
| Participant deferral / active EE | $12,030 | $6,405+87.8% | $7,760+55.0% | $4,126+191.6% |
| Admin fee / account holder | $3,980 | $6,978-43.0% | $10,767-63.0% | $5,651-29.6% |