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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 | $196,735 | $81,331+141.9% | $155,534+26.5% | $80,935+143.1% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 14.71% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $9,059 | $3,105+191.8% | $4,675+93.8% | $2,757+228.6% |
| Participant deferral / active EE | $7,121 | $3,454+106.2% | $5,630+26.5% | $4,299+65.6% |
| Admin fee / account holder | $1,796 | $7,999-77.5% | $15,900-88.7% | $6,924-74.1% |