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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 | $114,710 | $55,453+106.9% | $170,435-32.7% | $62,293+84.1% |
| Participation rate | 98.0% | 66.4%+31.6pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 17.68% | 21.38%-3.7pp | 205.94%-188.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $7,338 | $2,164+239.2% | $5,432+35.1% | $2,042+259.3% |
| Participant deferral / active EE | $8,319 | $2,303+261.3% | $4,939+68.4% | $3,169+162.5% |
| Admin fee / account holder | $5,416 | $455+1090.1% | $13,881-61.0% | $479+1029.8% |