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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 | $242,191 | $84,236+187.5% | $170,435+42.1% | $70,126+245.4% |
| Participation rate | 87.5% | 70.8%+16.7pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 16.28% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $7,063 | $3,387+108.5% | $5,432+30.0% | $2,343+201.5% |
| Participant deferral / active EE | $5,122 | $3,086+66.0% | $4,939+3.7% | $3,332+53.7% |
| Admin fee / account holder | $60,403 | $5,698+960.0% | $13,881+335.2% | $4,645+1200.2% |