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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 | $248,000 | $57,061+334.6% | $85,063+191.5% | $80,911+206.5% |
| Participation rate | 91.2% | 56.3%+34.9pp | 67.5%+23.7pp | 67.6%+23.6pp |
| Annual return | 13.76% | 21.66%-7.9pp | 66.54%-52.8pp | 35.63%-21.9pp |
| Employer contribution / active EE | $7,586 | $1,799+321.7% | $2,727+178.1% | $2,756+175.3% |
| Participant deferral / active EE | $17,665 | $3,110+467.9% | $4,523+290.6% | $4,297+311.1% |
| Admin fee / account holder | $39,698 | $4,986+696.1% | $6,155+545.0% | $6,935+472.5% |