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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 | $239,593 | $77,920+207.5% | $149,723+60.0% | $75,177+218.7% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 21.92% | 31.72%-9.8pp | 134.50%-112.6pp | 160.75%-138.8pp |
| Employer contribution / active EE | $11,547 | $3,138+267.9% | $4,821+139.5% | $2,671+332.3% |
| Participant deferral / active EE | $7,108 | $3,411+108.3% | $5,682+25.1% | $4,126+72.2% |
| Admin fee / account holder | $3,595 | $5,951-39.6% | $13,215-72.8% | $5,651-36.4% |