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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 | $215,848 | $77,638+178.0% | $156,551+37.9% | $62,881+243.3% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | 6.62% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $12,552 | $3,444+264.5% | $5,501+128.2% | $2,281+450.3% |
| Participant deferral / active EE | $7,872 | $3,046+158.5% | $4,871+61.6% | $3,203+145.8% |
| Admin fee / account holder | $4,304 | $5,561-22.6% | $13,028-67.0% | $4,296+0.2% |