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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 | $240,951 | $81,233+196.6% | $155,567+54.9% | $80,874+197.9% |
| Participation rate | 79.5% | 66.2%+13.2pp | 78.2%+1.3pp | 67.6%+11.8pp |
| Annual return | 10.99% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $9,393 | $3,101+202.9% | $4,674+101.0% | $2,756+240.9% |
| Participant deferral / active EE | $6,868 | $3,452+98.9% | $5,628+22.0% | $4,297+59.8% |
| Admin fee / account holder | $104,749 | $7,998+1209.7% | $15,916+558.1% | $6,935+1410.4% |