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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 | $239,321 | $99,875+139.6% | $146,866+63.0% | $86,983+175.1% |
| Participation rate | 92.8% | 75.8%+16.9pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 16.52% | 28.10%-11.6pp | 102.85%-86.3pp | 25.83%-9.3pp |
| Employer contribution / active EE | $10,999 | $3,224+241.1% | $4,425+148.6% | $2,584+325.6% |
| Participant deferral / active EE | $11,344 | $6,322+79.4% | $7,759+46.2% | $4,194+170.5% |
| Admin fee / account holder | $23,342 | $7,838+197.8% | $13,620+71.4% | $7,856+197.1% |