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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 | $228,283 | $100,003+128.3% | $146,685+55.6% | $85,856+165.9% |
| Participation rate | 97.4% | 73.1%+24.4pp | 80.1%+17.4pp | 69.3%+28.1pp |
| Annual return | 11.65% | 18.93%-7.3pp | 22.75%-11.1pp | 318.58%-306.9pp |
| Employer contribution / active EE | $8,393 | $2,559+228.0% | $4,137+102.9% | $2,565+227.2% |
| Participant deferral / active EE | $8,732 | $4,006+118.0% | $5,507+58.6% | $3,952+120.9% |
| Admin fee / account holder | $72,234 | $7,704+837.7% | $10,281+602.6% | $6,261+1053.8% |