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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 | $81,276+190.3% | $155,574+51.7% | $80,925+191.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 14.91% | 33.36%-18.5pp | 64.87%-50.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $15,207 | $3,103+390.1% | $4,676+225.2% | $2,756+451.7% |
| Participant deferral / active EE | $8,600 | $3,453+149.1% | $5,629+52.8% | $4,299+100.1% |
| Admin fee / account holder | $17,387 | $7,993+117.5% | $15,914+9.3% | $6,940+150.5% |