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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 | $81,276+196.5% | $155,574+54.9% | $80,925+197.7% |
| Participation rate | 79.5% | 66.2%+13.2pp | 78.2%+1.2pp | 67.7%+11.8pp |
| Annual return | 10.99% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $9,393 | $3,103+202.7% | $4,676+100.9% | $2,756+240.8% |
| Participant deferral / active EE | $6,868 | $3,453+98.9% | $5,629+22.0% | $4,299+59.8% |
| Admin fee / account holder | $104,749 | $7,993+1210.4% | $15,914+558.2% | $6,940+1409.3% |