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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 | $241,260 | $65,364+269.1% | $92,909+159.7% | $72,975+230.6% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 19.21% | 42.11%-22.9pp | 109.44%-90.2pp | 81.01%-61.8pp |
| Employer contribution / active EE | $21,314 | $2,594+721.6% | $3,653+483.4% | $2,440+773.5% |
| Participant deferral / active EE | $5,625 | $3,128+79.8% | $4,238+32.7% | $3,608+55.9% |
| Admin fee / account holder | $13,071 | $4,251+207.5% | $5,795+125.5% | $5,124+155.1% |