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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 | $237,643 | $77,901+205.1% | $149,717+58.7% | $75,181+216.1% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 15.45% | 31.73%-16.3pp | 134.41%-119.0pp | 160.69%-145.2pp |
| Employer contribution / active EE | $10,282 | $3,137+227.7% | $4,820+113.3% | $2,671+285.0% |
| Participant deferral / active EE | $7,808 | $3,411+128.9% | $5,682+37.4% | $4,126+89.3% |
| Admin fee / account holder | $6,710 | $5,949+12.8% | $13,213-49.2% | $5,650+18.8% |