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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 | $249,723 | $98,760+152.9% | $149,715+66.8% | $79,858+212.7% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.5pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.66%-260.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $13,911 | $3,217+332.5% | $4,645+199.5% | $2,471+463.0% |
| Participant deferral / active EE | $10,091 | $5,681+77.6% | $6,842+47.5% | $3,740+169.8% |
| Admin fee / account holder | $5,224 | $6,053-13.7% | $9,310-43.9% | $5,306-1.5% |