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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 | $217,036 | $53,128+308.5% | $86,582+150.7% | $70,126+209.5% |
| Participation rate | 84.9% | 65.3%+19.6pp | 73.5%+11.4pp | 69.5%+15.4pp |
| Annual return | 15.20% | 27.66%-12.5pp | 965.08%-949.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,180 | $2,068+150.5% | $2,839+82.4% | $2,343+121.1% |
| Participant deferral / active EE | $10,333 | $2,695+283.4% | $3,609+186.3% | $3,332+210.1% |
| Admin fee / account holder | $15,674 | $3,584+337.4% | $4,904+219.6% | $4,645+237.4% |