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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 | $246,930 | $88,672+178.5% | $105,223+134.7% | $82,448+199.5% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.0pp |
| Annual return | 17.32% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $9,399 | $3,048+208.4% | $3,689+154.8% | $2,551+268.4% |
| Participant deferral / active EE | $2,211 | $4,036-45.2% | $5,072-56.4% | $4,139-46.6% |
| Admin fee / account holder | $28,228 | $7,146+295.0% | $8,859+218.6% | $7,234+290.2% |