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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 | $246,017 | $65,367+276.4% | $92,915+164.8% | $72,976+237.1% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 18.15% | 42.11%-24.0pp | 109.45%-91.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $12,158 | $2,594+368.7% | $3,653+232.8% | $2,440+398.3% |
| Participant deferral / active EE | $10,582 | $3,128+238.3% | $4,238+149.7% | $3,608+193.3% |
| Admin fee / account holder | $4,981 | $4,251+17.2% | $5,796-14.0% | $5,124-2.8% |