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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 | $235,785 | $81,331+189.9% | $155,534+51.6% | $80,935+191.3% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 10.68% | 33.37%-22.7pp | 64.92%-54.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $8,787 | $3,105+183.0% | $4,675+88.0% | $2,757+218.7% |
| Participant deferral / active EE | $7,143 | $3,454+106.8% | $5,630+26.9% | $4,299+66.1% |
| Admin fee / account holder | $53,553 | $7,999+569.5% | $15,900+236.8% | $6,924+673.4% |