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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 | $245,502 | $76,642+220.3% | $146,866+67.2% | $65,306+275.9% |
| Participation rate | 93.8% | 61.2%+32.5pp | 82.5%+11.2pp | 57.7%+36.1pp |
| Annual return | 16.12% | 33.40%-17.3pp | 102.85%-86.7pp | 21.94%-5.8pp |
| Employer contribution / active EE | $5,387 | $2,621+105.6% | $4,425+21.8% | $1,967+173.8% |
| Participant deferral / active EE | $9,529 | $4,864+95.9% | $7,759+22.8% | $2,959+222.0% |
| Admin fee / account holder | $21,001 | $3,960+430.3% | $13,620+54.2% | $3,480+503.5% |