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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 | $208,031 | $93,617+122.2% | $135,982+53.0% | $75,177+176.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 16.99% | 30.89%-13.9pp | 68.32%-51.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,179 | $3,538-66.7% | $4,859-75.7% | $2,671-55.9% |
| Participant deferral / active EE | $11,455 | $6,406+78.8% | $7,760+47.6% | $4,126+177.6% |
| Admin fee / account holder | $48,568 | $6,980+595.9% | $10,767+351.1% | $5,651+759.4% |