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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 | $243,786 | $68,878+253.9% | $120,574+102.2% | $80,935+201.2% |
| Participation rate | 98.1% | 61.7%+36.4pp | 71.9%+26.2pp | 67.7%+30.5pp |
| Annual return | 14.25% | 23.67%-9.4pp | 107.42%-93.2pp | 35.66%-21.4pp |
| Employer contribution / active EE | $12,377 | $2,065+499.4% | $3,471+256.6% | $2,757+349.0% |
| Participant deferral / active EE | $14,077 | $3,189+341.5% | $4,996+181.8% | $4,299+227.4% |
| Admin fee / account holder | $16,113 | $5,782+178.7% | $9,445+70.6% | $6,924+132.7% |