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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 | $245,682 | $77,638+216.4% | $156,551+56.9% | $62,881+290.7% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 8.07% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $7,740 | $3,444+124.8% | $5,501+40.7% | $2,281+239.3% |
| Participant deferral / active EE | $4,909 | $3,046+61.2% | $4,871+0.8% | $3,203+53.3% |
| Admin fee / account holder | $8,004 | $5,561+43.9% | $13,028-38.6% | $4,296+86.3% |