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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 | $217,554 | $98,766+120.3% | $149,730+45.3% | $79,852+172.4% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.5%-2.2pp | 69.6%+10.6pp |
| Annual return | 24.85% | 27.43%-2.6pp | 276.70%-251.8pp | 31.72%-6.9pp |
| Employer contribution / active EE | $888 | $3,217-72.4% | $4,645-80.9% | $2,471-64.1% |
| Participant deferral / active EE | $8,746 | $5,681+54.0% | $6,843+27.8% | $3,740+133.8% |
| Admin fee / account holder | $24,451 | $6,052+304.0% | $9,310+162.6% | $5,306+360.8% |