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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 | $224,034 | $78,670+184.8% | $109,173+105.2% | $85,847+161.0% |
| Participation rate | 84.0% | 68.3%+15.7pp | 75.9%+8.1pp | 69.3%+14.7pp |
| Annual return | 15.46% | 25.09%-9.6pp | 25.75%-10.3pp | 318.61%-303.1pp |
| Employer contribution / active EE | $9,584 | $2,734+250.6% | $3,723+157.4% | $2,565+273.6% |
| Participant deferral / active EE | $3,978 | $3,467+14.7% | $4,654-14.5% | $3,952+0.7% |
| Admin fee / account holder | $20,851 | $5,469+281.2% | $6,755+208.7% | $6,261+233.1% |