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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 | $215,148 | $98,766+117.8% | $149,730+43.7% | $79,852+169.4% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 17.06% | 27.43%-10.4pp | 276.70%-259.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $7,945 | $3,217+147.0% | $4,645+71.0% | $2,471+221.5% |
| Participant deferral / active EE | $9,509 | $5,681+67.4% | $6,843+39.0% | $3,740+154.2% |
| Admin fee / account holder | $6,620 | $6,052+9.4% | $9,310-28.9% | $5,306+24.8% |