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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 | $188,807 | $78,607+140.2% | $105,624+78.8% | $74,478+153.5% |
| Participation rate | 81.6% | 72.8%+8.7pp | 75.3%+6.3pp | 67.2%+14.3pp |
| Annual return | 19.82% | 15.96%+3.9pp | 116.20%-96.4pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $14,264 | $2,523+465.4% | $3,168+350.3% | $2,626+443.1% |
| Participant deferral / active EE | $6,077 | $4,325+40.5% | $5,013+21.2% | $4,350+39.7% |
| Admin fee / account holder | $8,110 | $2,220+265.4% | $10,961-26.0% | $1,946+316.8% |