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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 | $242,273 | $77,920+210.9% | $149,723+61.8% | $75,177+222.3% |
| Participation rate | 97.3% | 65.6%+31.7pp | 78.8%+18.5pp | 67.2%+30.1pp |
| Annual return | 15.44% | 31.72%-16.3pp | 134.50%-119.1pp | 160.75%-145.3pp |
| Employer contribution / active EE | $9,059 | $3,138+188.7% | $4,821+87.9% | $2,671+239.2% |
| Participant deferral / active EE | $4,147 | $3,411+21.6% | $5,682-27.0% | $4,126+0.5% |
| Admin fee / account holder | $2,551 | $5,951-57.1% | $13,215-80.7% | $5,651-54.9% |