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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 | $225,553 | $65,367+245.1% | $92,915+142.8% | $72,976+209.1% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.6pp |
| Annual return | 20.08% | 42.11%-22.0pp | 109.45%-89.4pp | 81.02%-60.9pp |
| Employer contribution / active EE | $11,746 | $2,594+352.8% | $3,653+221.5% | $2,440+381.4% |
| Participant deferral / active EE | $3,126 | $3,128-0.1% | $4,238-26.2% | $3,608-13.3% |
| Admin fee / account holder | $24,797 | $4,251+483.3% | $5,796+327.9% | $5,124+383.9% |