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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 | $241,739 | $87,060+177.7% | $105,591+128.9% | $80,911+198.8% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.6%+29.0pp |
| Annual return | 13.00% | 17.05%-4.0pp | 116.43%-103.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $6,424 | $2,396+168.1% | $3,166+102.9% | $2,756+133.1% |
| Participant deferral / active EE | $4,635 | $3,986+16.3% | $5,008-7.5% | $4,297+7.9% |
| Admin fee / account holder | $4,317 | $8,442-48.9% | $11,024-60.8% | $6,935-37.7% |