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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 | $249,017 | $77,920+219.6% | $149,723+66.3% | $75,177+231.2% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 16.88% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.9pp |
| Employer contribution / active EE | $18,221 | $3,138+480.6% | $4,821+277.9% | $2,671+582.2% |
| Participant deferral / active EE | $16,252 | $3,411+376.4% | $5,682+186.0% | $4,126+293.9% |
| Admin fee / account holder | $8,257 | $5,951+38.8% | $13,215-37.5% | $5,651+46.1% |