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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 | $218,857 | $84,236+159.8% | $170,435+28.4% | $70,126+212.1% |
| Participation rate | 95.2% | 70.8%+24.3pp | 83.6%+11.6pp | 69.5%+25.6pp |
| Annual return | 16.69% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $4,667 | $3,387+37.8% | $5,432-14.1% | $2,343+99.2% |
| Participant deferral / active EE | $7,242 | $3,086+134.7% | $4,939+46.6% | $3,332+117.3% |
| Admin fee / account holder | $10,778 | $5,698+89.1% | $13,881-22.4% | $4,645+132.0% |