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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 | $209,948 | $77,908+169.5% | $149,696+40.2% | $75,173+179.3% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 25.58% | 31.73%-6.1pp | 134.46%-108.9pp | 160.72%-135.1pp |
| Employer contribution / active EE | $6,420 | $3,138+104.6% | $4,821+33.2% | $2,671+140.3% |
| Participant deferral / active EE | $7,942 | $3,411+132.8% | $5,682+39.8% | $4,126+92.5% |
| Admin fee / account holder | $7,599 | $5,950+27.7% | $13,212-42.5% | $5,651+34.5% |