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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 | $212,567 | $89,370+137.8% | $141,197+50.5% | $72,976+191.3% |
| Participation rate | 97.8% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 23.27% | 111.88%-88.6pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $4,274 | $3,115+37.2% | $4,736-9.8% | $2,440+75.1% |
| Participant deferral / active EE | $10,533 | $5,419+94.4% | $6,710+57.0% | $3,608+192.0% |
| Admin fee / account holder | $3,503 | $5,957-41.2% | $10,265-65.9% | $5,124-31.6% |