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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 | $220,322 | $98,766+123.1% | $149,730+47.1% | $79,852+175.9% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 19.20% | 27.43%-8.2pp | 276.70%-257.5pp | 31.72%-12.5pp |
| Employer contribution / active EE | $10,105 | $3,217+214.1% | $4,645+117.5% | $2,471+308.9% |
| Participant deferral / active EE | $6,918 | $5,681+21.8% | $6,843+1.1% | $3,740+84.9% |
| Admin fee / account holder | $4,893 | $6,052-19.2% | $9,310-47.4% | $5,306-7.8% |