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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 | $241,484 | $94,783+154.8% | $72,080+235.0% | $147,586+63.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 61.0%+19.0pp | 82.8%-2.8pp |
| Annual return | 13.95% | 34.14%-20.2pp | 33.09%-19.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $19,281 | $3,637+430.1% | $2,666+623.2% | $4,876+295.4% |
| Participant deferral / active EE | $17,400 | $6,183+181.4% | $4,691+271.0% | $5,439+219.9% |
| Admin fee / account holder | $17,629 | $984+1691.8% | $977+1704.2% | $10,886+61.9% |