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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 | $232,808 | $93,617+148.7% | $135,982+71.2% | $75,177+209.7% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 15.80% | 30.89%-15.1pp | 68.32%-52.5pp | 160.75%-145.0pp |
| Employer contribution / active EE | $13,612 | $3,538+284.7% | $4,859+180.1% | $2,671+409.6% |
| Participant deferral / active EE | $9,079 | $6,406+41.7% | $7,760+17.0% | $4,126+120.0% |
| Admin fee / account holder | $10,042 | $6,980+43.9% | $10,767-6.7% | $5,651+77.7% |