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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 | $202,666 | $93,345+117.1% | $119,126+70.1% | $87,485+131.7% |
| Participation rate | 85.1% | 68.7%+16.4pp | 75.8%+9.3pp | 68.9%+16.2pp |
| Annual return | 18.12% | 19.08%-1.0pp | 282.11%-264.0pp | 26.06%-7.9pp |
| Employer contribution / active EE | $14,124 | $3,172+345.3% | $4,034+250.2% | $2,596+444.0% |
| Participant deferral / active EE | $4,488 | $4,099+9.5% | $5,318-15.6% | $4,274+5.0% |
| Admin fee / account holder | $11,024 | $8,039+37.1% | $10,693+3.1% | $7,775+41.8% |