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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 | $227,798 | $84,236+170.4% | $170,435+33.7% | $70,126+224.8% |
| Participation rate | 93.2% | 70.8%+22.4pp | 83.6%+9.6pp | 69.5%+23.6pp |
| Annual return | 15.40% | 23.06%-7.7pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $8,049 | $3,387+137.6% | $5,432+48.2% | $2,343+243.6% |
| Participant deferral / active EE | $6,830 | $3,086+121.3% | $4,939+38.3% | $3,332+105.0% |
| Admin fee / account holder | $11,244 | $5,698+97.3% | $13,881-19.0% | $4,645+142.0% |