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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 | $222,514 | $87,132+155.4% | $105,624+110.7% | $80,959+174.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.3%+0.7pp | 67.7%+8.3pp |
| Annual return | 14.24% | 17.03%-2.8pp | 116.20%-102.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $8,704 | $2,397+263.1% | $3,168+174.8% | $2,757+215.7% |
| Participant deferral / active EE | $8,243 | $3,985+106.8% | $5,013+64.4% | $4,300+91.7% |
| Admin fee / account holder | $52,434 | $8,449+520.6% | $10,961+378.3% | $6,925+657.1% |