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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 | $235,540 | $98,766+138.5% | $149,730+57.3% | $79,852+195.0% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 19.69% | 27.43%-7.7pp | 276.70%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $3,059 | $3,217-4.9% | $4,645-34.1% | $2,471+23.8% |
| Participant deferral / active EE | $9,395 | $5,681+65.4% | $6,843+37.3% | $3,740+151.2% |
| Admin fee / account holder | $11,640 | $6,052+92.3% | $9,310+25.0% | $5,306+119.4% |