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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 | $223,957 | $84,236+165.9% | $170,435+31.4% | $70,126+219.4% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 14.74% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $7,952 | $3,387+134.8% | $5,432+46.4% | $2,343+239.5% |
| Participant deferral / active EE | $5,996 | $3,086+94.3% | $4,939+21.4% | $3,332+80.0% |
| Admin fee / account holder | $28,699 | $5,698+403.6% | $13,881+106.8% | $4,645+517.8% |