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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 | $217,772 | $48,053+353.2% | $84,637+157.3% | $72,976+198.4% |
| Participation rate | 96.1% | 57.6%+38.5pp | 68.2%+27.8pp | 69.5%+26.6pp |
| Annual return | 19.81% | 37.39%-17.6pp | 258.82%-239.0pp | 81.02%-61.2pp |
| Employer contribution / active EE | $8,081 | $1,602+404.5% | $2,653+204.6% | $2,440+231.2% |
| Participant deferral / active EE | $7,516 | $2,681+180.4% | $3,900+92.7% | $3,608+108.3% |
| Admin fee / account holder | $50,059 | $3,395+1374.3% | $4,914+918.6% | $5,124+876.9% |