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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 | $204,956 | $69,274+195.9% | $64,097+219.8% | $139,487+46.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 15.23% | 46.00%-30.8pp | 33.75%-18.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $17,857 | $3,187+460.3% | $2,750+549.4% | $4,755+275.6% |
| Participant deferral / active EE | $2,806 | $4,685-40.1% | $3,881-27.7% | $6,713-58.2% |
| Admin fee / account holder | $3,940 | $4,247-7.2% | $3,070+28.3% | $11,407-65.5% |