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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 | $230,741 | $89,370+158.2% | $141,197+63.4% | $72,976+216.2% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 21.00% | 111.88%-90.9pp | 71.41%-50.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $2,649 | $3,115-14.9% | $4,736-44.1% | $2,440+8.6% |
| Participant deferral / active EE | $9,464 | $5,419+74.6% | $6,710+41.0% | $3,608+162.3% |
| Admin fee / account holder | $35,569 | $5,957+497.1% | $10,265+246.5% | $5,124+594.1% |