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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 | $241,426 | $51,604+367.8% | $129,295+86.7% | $80,874+198.5% |
| Participation rate | 90.0% | 57.0%+33.0pp | 69.6%+20.4pp | 67.6%+22.4pp |
| Annual return | 12.59% | 20.76%-8.2pp | 9429.28%-9416.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,833 | $1,585+205.0% | $4,157+16.3% | $2,756+75.4% |
| Participant deferral / active EE | $11,609 | $2,670+334.8% | $4,169+178.4% | $4,297+170.2% |
| Admin fee / account holder | $794 | $4,310-81.6% | $7,665-89.6% | $6,935-88.6% |