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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 | $224,200 | $93,617+139.5% | $135,982+64.9% | $75,177+198.2% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 15.43% | 30.89%-15.5pp | 68.32%-52.9pp | 160.75%-145.3pp |
| Employer contribution / active EE | $12,061 | $3,538+240.9% | $4,859+148.2% | $2,671+351.5% |
| Participant deferral / active EE | $10,964 | $6,406+71.2% | $7,760+41.3% | $4,126+165.7% |
| Admin fee / account holder | $22,000 | $6,980+215.2% | $10,767+104.3% | $5,651+289.3% |