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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 | $238,871 | $73,988+222.9% | $96,538+147.4% | $75,177+217.7% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.8pp | 67.2%+31.0pp |
| Annual return | 25.34% | 26.73%-1.4pp | 35.74%-10.4pp | 160.75%-135.4pp |
| Employer contribution / active EE | $8,504 | $2,930+190.2% | $3,740+127.4% | $2,671+218.4% |
| Participant deferral / active EE | $13,529 | $3,660+269.6% | $4,880+177.2% | $4,126+227.9% |
| Admin fee / account holder | $12,981 | $5,220+148.7% | $6,737+92.7% | $5,651+129.7% |