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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 | $244,311 | $76,407+219.7% | $150,298+62.6% | $82,448+196.3% |
| Participation rate | 94.4% | 66.4%+28.0pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 17.59% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $10,956 | $2,614+319.1% | $4,154+163.7% | $2,551+329.5% |
| Participant deferral / active EE | $7,480 | $3,214+132.7% | $5,453+37.2% | $4,139+80.7% |
| Admin fee / account holder | $2,678 | $6,352-57.8% | $14,116-81.0% | $7,234-63.0% |