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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 | $205,686 | $73,955+178.1% | $96,520+113.1% | $75,181+173.6% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 15.83% | 26.72%-10.9pp | 35.72%-19.9pp | 160.69%-144.9pp |
| Employer contribution / active EE | $12,015 | $2,930+310.1% | $3,739+221.4% | $2,671+349.9% |
| Participant deferral / active EE | $7,647 | $3,659+109.0% | $4,879+56.7% | $4,126+85.3% |
| Admin fee / account holder | $19,500 | $5,217+273.8% | $6,733+189.6% | $5,650+245.1% |