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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 | $220,276 | $52,279+321.3% | $89,414+146.4% | $79,852+175.9% |
| Participation rate | 92.3% | 57.5%+34.8pp | 68.0%+24.3pp | 69.6%+22.7pp |
| Annual return | 17.22% | 22.16%-4.9pp | 245.50%-228.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $5,659 | $1,572+260.1% | $2,586+118.8% | $2,471+129.0% |
| Participant deferral / active EE | $6,688 | $2,740+144.1% | $3,890+71.9% | $3,740+78.8% |
| Admin fee / account holder | $7,376 | $3,356+119.7% | $4,883+51.0% | $5,306+39.0% |