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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 | $236,868 | $77,908+204.0% | $149,696+58.2% | $75,173+215.1% |
| Participation rate | 98.6% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.4pp |
| Annual return | 14.24% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $14,036 | $3,138+347.3% | $4,821+191.2% | $2,671+425.5% |
| Participant deferral / active EE | $10,512 | $3,411+208.2% | $5,682+85.0% | $4,126+154.8% |
| Admin fee / account holder | $48,681 | $5,950+718.2% | $13,212+268.5% | $5,651+761.5% |