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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 | $242,971 | $81,276+198.9% | $155,574+56.2% | $80,925+200.2% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 12.35% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $11,315 | $3,103+264.7% | $4,676+142.0% | $2,756+310.5% |
| Participant deferral / active EE | $7,305 | $3,453+111.6% | $5,629+29.8% | $4,299+69.9% |
| Admin fee / account holder | $5,372 | $7,993-32.8% | $15,914-66.2% | $6,940-22.6% |