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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 | $226,432 | $91,198+148.3% | $178,503+26.9% | $79,856+183.6% |
| Participation rate | 94.4% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 11.12% | 24.20%-13.1pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $9,887 | $3,257+203.6% | $5,011+97.3% | $2,471+300.1% |
| Participant deferral / active EE | $5,789 | $3,237+78.9% | $5,202+11.3% | $3,741+54.8% |
| Admin fee / account holder | $4,226 | $6,748-37.4% | $13,987-69.8% | $5,306-20.4% |