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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 | $231,267 | $51,638+347.9% | $68,368+238.3% | $82,448+180.5% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.5pp |
| Annual return | 18.34% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $7,518 | $2,047+267.3% | $2,649+183.8% | $2,551+194.7% |
| Participant deferral / active EE | $5,665 | $2,914+94.4% | $4,123+37.4% | $4,139+36.9% |
| Admin fee / account holder | $6,461 | $4,643+39.1% | $5,150+25.5% | $7,234-10.7% |