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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 | $200,904 | $84,236+138.5% | $170,435+17.9% | $70,126+186.5% |
| Participation rate | 96.6% | 70.8%+25.8pp | 83.6%+13.0pp | 69.5%+27.1pp |
| Annual return | 16.18% | 23.06%-6.9pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $11,077 | $3,387+227.0% | $5,432+103.9% | $2,343+372.9% |
| Participant deferral / active EE | $6,770 | $3,086+119.4% | $4,939+37.1% | $3,332+103.2% |
| Admin fee / account holder | $1,842 | $5,698-67.7% | $13,881-86.7% | $4,645-60.3% |