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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 | $204,621 | $93,589+118.6% | $135,942+50.5% | $75,181+172.2% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.18% | 30.90%-14.7pp | 68.28%-52.1pp | 160.69%-144.5pp |
| Employer contribution / active EE | $10,055 | $3,537+184.3% | $4,858+107.0% | $2,671+276.5% |
| Participant deferral / active EE | $10,580 | $6,405+65.2% | $7,759+36.4% | $4,126+156.4% |
| Admin fee / account holder | $48,275 | $6,977+591.9% | $10,764+348.5% | $5,650+754.5% |