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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 | $195,941 | $79,955+145.1% | $98,450+99.0% | $75,181+160.6% |
| Participation rate | 87.2% | 70.4%+16.9pp | 75.2%+12.1pp | 67.2%+20.0pp |
| Annual return | 16.15% | 19.75%-3.6pp | 21.16%-5.0pp | 160.69%-144.5pp |
| Employer contribution / active EE | $10,897 | $2,264+381.3% | $3,049+257.4% | $2,671+308.0% |
| Participant deferral / active EE | $8,117 | $3,752+116.3% | $4,739+71.3% | $4,126+96.7% |
| Admin fee / account holder | $18,444 | $6,841+169.6% | $8,961+105.8% | $5,650+226.5% |