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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 | $218,556 | $78,423+178.7% | $95,964+127.7% | $79,856+173.7% |
| Participation rate | 93.4% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 16.29% | 19.37%-3.1pp | 91.64%-75.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $4,373 | $1,945+124.8% | $2,541+72.1% | $2,471+77.0% |
| Participant deferral / active EE | $7,590 | $3,440+120.6% | $4,167+82.2% | $3,741+102.9% |
| Admin fee / account holder | $22,593 | $5,622+301.9% | $6,797+232.4% | $5,306+325.8% |