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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 | $196,177 | $65,364+200.1% | $92,909+111.1% | $72,975+168.8% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.0%+19.4pp | 69.5%+26.0pp |
| Annual return | 17.81% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $12,774 | $2,594+392.4% | $3,653+249.7% | $2,440+423.5% |
| Participant deferral / active EE | $4,086 | $3,128+30.6% | $4,238-3.6% | $3,608+13.3% |
| Admin fee / account holder | $11,563 | $4,251+172.0% | $5,795+99.5% | $5,124+125.7% |