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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 | $81,331+190.1% | $155,534+51.7% | $80,935+191.6% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 14.91% | 33.37%-18.5pp | 64.92%-50.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $15,207 | $3,105+389.8% | $4,675+225.3% | $2,757+451.6% |
| Participant deferral / active EE | $8,600 | $3,454+149.0% | $5,630+52.7% | $4,299+100.0% |
| Admin fee / account holder | $17,387 | $7,999+117.4% | $15,900+9.4% | $6,924+151.1% |