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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 | $242,588 | $76,407+217.5% | $150,298+61.4% | $82,448+194.2% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 16.78% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $8,758 | $2,614+235.0% | $4,154+110.8% | $2,551+243.3% |
| Participant deferral / active EE | $5,472 | $3,214+70.2% | $5,453+0.4% | $4,139+32.2% |
| Admin fee / account holder | $5,035 | $6,352-20.7% | $14,116-64.3% | $7,234-30.4% |