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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 | $224,695 | $63,703+252.7% | $93,063+141.4% | $82,448+172.5% |
| Participation rate | 89.3% | 63.8%+25.5pp | 72.1%+17.2pp | 68.1%+21.2pp |
| Annual return | 15.59% | -775.43%+791.0pp | 34.15%-18.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,272 | $1,729+147.2% | $2,476+72.5% | $2,551+67.5% |
| Participant deferral / active EE | $9,590 | $2,919+228.5% | $3,958+142.3% | $4,139+131.7% |
| Admin fee / account holder | $24,483 | $5,982+309.3% | $6,033+305.8% | $7,234+238.4% |