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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 | $237,449 | $84,236+181.9% | $170,435+39.3% | $70,126+238.6% |
| Participation rate | 92.2% | 70.8%+21.4pp | 83.6%+8.6pp | 69.5%+22.7pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $12,738 | $3,387+276.1% | $5,432+134.5% | $2,343+443.8% |
| Participant deferral / active EE | $7,940 | $3,086+157.3% | $4,939+60.8% | $3,332+138.3% |
| Admin fee / account holder | $71,535 | $5,698+1155.4% | $13,881+415.4% | $4,645+1439.9% |