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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 | $231,485 | $81,331+184.6% | $155,534+48.8% | $80,935+186.0% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 13.53% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $6,830 | $3,105+120.0% | $4,675+46.1% | $2,757+147.8% |
| Participant deferral / active EE | $4,763 | $3,454+37.9% | $5,630-15.4% | $4,299+10.8% |
| Admin fee / account holder | $5,133 | $7,999-35.8% | $15,900-67.7% | $6,924-25.9% |