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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 | $247,326 | $78,682+214.3% | $109,188+126.5% | $85,851+188.1% |
| Participation rate | 91.4% | 68.3%+23.2pp | 75.9%+15.5pp | 69.3%+22.1pp |
| Annual return | 14.72% | 25.09%-10.4pp | 25.76%-11.0pp | 318.63%-303.9pp |
| Employer contribution / active EE | $5,748 | $2,734+110.3% | $3,723+54.4% | $2,565+124.1% |
| Participant deferral / active EE | $3,780 | $3,468+9.0% | $4,654-18.8% | $3,952-4.4% |
| Admin fee / account holder | $4,857 | $5,470-11.2% | $6,755-28.1% | $6,261-22.4% |