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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 | $238,242 | $76,551+211.2% | $123,894+92.3% | $62,881+278.9% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 7.10% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,330 | $2,882+84.9% | $4,617+15.5% | $2,281+133.7% |
| Participant deferral / active EE | $7,632 | $4,840+57.7% | $5,984+27.5% | $3,203+138.3% |
| Admin fee / account holder | $29,986 | $4,826+521.4% | $8,357+258.8% | $4,296+598.0% |