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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 | $213,435 | $84,236+153.4% | $170,435+25.2% | $70,126+204.4% |
| Participation rate | 93.5% | 70.8%+22.7pp | 83.6%+10.0pp | 69.5%+24.0pp |
| Annual return | 16.01% | 23.06%-7.1pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $8,017 | $3,387+136.7% | $5,432+47.6% | $2,343+242.2% |
| Participant deferral / active EE | $3,675 | $3,086+19.1% | $4,939-25.6% | $3,332+10.3% |
| Admin fee / account holder | $39,482 | $5,698+592.9% | $13,881+184.4% | $4,645+749.9% |