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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 | $243,943 | $85,171+186.4% | $172,753+41.2% | $72,976+234.3% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 18.84% | 27.32%-8.5pp | 803.00%-784.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $17,744 | $3,324+433.8% | $5,144+244.9% | $2,440+627.2% |
| Participant deferral / active EE | $7,269 | $3,260+123.0% | $5,198+39.8% | $3,608+101.5% |
| Admin fee / account holder | $1,684 | $5,880-71.4% | $13,956-87.9% | $5,124-67.1% |