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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 | $241,217 | $77,920+209.6% | $149,723+61.1% | $75,177+220.9% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 18.31% | 31.72%-13.4pp | 134.50%-116.2pp | 160.75%-142.4pp |
| Employer contribution / active EE | $12,257 | $3,138+290.6% | $4,821+154.2% | $2,671+358.9% |
| Participant deferral / active EE | $11,529 | $3,411+238.0% | $5,682+102.9% | $4,126+179.4% |
| Admin fee / account holder | $2,107 | $5,951-64.6% | $13,215-84.1% | $5,651-62.7% |