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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 | $228,789 | $77,901+193.7% | $149,717+52.8% | $75,181+204.3% |
| Participation rate | 95.3% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 16.12% | 31.73%-15.6pp | 134.41%-118.3pp | 160.69%-144.6pp |
| Employer contribution / active EE | $10,029 | $3,137+219.7% | $4,820+108.1% | $2,671+275.6% |
| Participant deferral / active EE | $5,772 | $3,411+69.2% | $5,682+1.6% | $4,126+39.9% |
| Admin fee / account holder | $4,632 | $5,949-22.1% | $13,213-64.9% | $5,650-18.0% |