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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 | $202,710 | $70,684+186.8% | $169,397+19.7% | $75,177+169.6% |
| Participation rate | 96.8% | 64.8%+32.0pp | 77.2%+19.6pp | 67.2%+29.6pp |
| Annual return | 16.04% | 36.38%-20.3pp | 406.23%-390.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $3,882 | $2,211+75.6% | $4,013-3.3% | $2,671+45.3% |
| Participant deferral / active EE | $13,167 | $4,310+205.5% | $6,223+111.6% | $4,126+219.1% |
| Admin fee / account holder | $37,938 | $5,404+602.0% | $9,017+320.7% | $5,651+571.3% |