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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 | $154,957 | $50,637+206.0% | $86,582+79.0% | $62,293+148.8% |
| Participation rate | 78.8% | 67.9%+10.9pp | 73.5%+5.2pp | 69.5%+9.2pp |
| Annual return | 16.74% | 20.80%-4.1pp | 965.08%-948.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $8,375 | $2,075+303.6% | $2,839+195.0% | $2,042+310.1% |
| Participant deferral / active EE | $6,472 | $2,611+147.9% | $3,609+79.4% | $3,169+104.2% |
| Admin fee / account holder | $4,069 | $413+884.5% | $4,904-17.0% | $479+748.9% |