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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 | $235,978 | $81,233+190.5% | $155,567+51.7% | $80,874+191.8% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 14.91% | 33.33%-18.4pp | 64.74%-49.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $15,207 | $3,101+390.4% | $4,674+225.3% | $2,756+451.8% |
| Participant deferral / active EE | $8,600 | $3,452+149.1% | $5,628+52.8% | $4,297+100.1% |
| Admin fee / account holder | $17,387 | $7,998+117.4% | $15,916+9.2% | $6,935+150.7% |