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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 | $231,356 | $78,425+195.0% | $95,954+141.1% | $79,860+189.7% |
| Participation rate | 91.4% | 73.5%+17.9pp | 77.1%+14.4pp | 69.6%+21.8pp |
| Annual return | 19.26% | 19.37%-0.1pp | 91.62%-72.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $3,134 | $1,945+61.1% | $2,541+23.3% | $2,471+26.8% |
| Participant deferral / active EE | $5,448 | $3,440+58.4% | $4,167+30.7% | $3,740+45.7% |
| Admin fee / account holder | $16,641 | $5,622+196.0% | $6,796+144.9% | $5,306+213.6% |