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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 | $233,738 | $98,766+136.7% | $149,730+56.1% | $79,852+192.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 12.79% | 27.43%-14.6pp | 276.70%-263.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $5,067 | $3,217+57.5% | $4,645+9.1% | $2,471+105.0% |
| Participant deferral / active EE | $9,414 | $5,681+65.7% | $6,843+37.6% | $3,740+151.7% |
| Admin fee / account holder | $6,636 | $6,052+9.6% | $9,310-28.7% | $5,306+25.1% |