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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 | $249,625 | $77,638+221.5% | $156,551+59.5% | $62,881+297.0% |
| Participation rate | 97.8% | 71.2%+26.6pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | 7.95% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $7,052 | $3,444+104.8% | $5,501+28.2% | $2,281+209.2% |
| Participant deferral / active EE | $4,750 | $3,046+56.0% | $4,871-2.5% | $3,203+48.3% |
| Admin fee / account holder | $5,623 | $5,561+1.1% | $13,028-56.8% | $4,296+30.9% |