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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 | $240,479 | $93,598+156.9% | $135,974+76.9% | $75,173+219.9% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 18.19% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $8,750 | $3,538+147.3% | $4,859+80.1% | $2,671+227.6% |
| Participant deferral / active EE | $8,248 | $6,405+28.8% | $7,760+6.3% | $4,126+99.9% |
| Admin fee / account holder | $12,488 | $6,978+79.0% | $10,767+16.0% | $5,651+121.0% |