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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 | $226,548 | $78,670+188.0% | $109,173+107.5% | $85,847+163.9% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 13.60% | 25.09%-11.5pp | 25.75%-12.2pp | 318.61%-305.0pp |
| Employer contribution / active EE | $11,283 | $2,734+312.7% | $3,723+203.1% | $2,565+339.8% |
| Participant deferral / active EE | $7,496 | $3,467+116.2% | $4,654+61.1% | $3,952+89.7% |
| Admin fee / account holder | $30,619 | $5,469+459.8% | $6,755+353.3% | $6,261+389.1% |