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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 | $238,251 | $87,132+173.4% | $105,624+125.6% | $80,959+194.3% |
| Participation rate | 95.2% | 70.4%+24.7pp | 75.3%+19.9pp | 67.7%+27.5pp |
| Annual return | 11.51% | 17.03%-5.5pp | 116.20%-104.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $8,037 | $2,397+235.3% | $3,168+153.7% | $2,757+191.5% |
| Participant deferral / active EE | $7,384 | $3,985+85.3% | $5,013+47.3% | $4,300+71.7% |
| Admin fee / account holder | $67,006 | $8,449+693.1% | $10,961+511.3% | $6,925+867.5% |