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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 | $228,048 | $68,878+231.1% | $120,574+89.1% | $80,935+181.8% |
| Participation rate | 83.9% | 61.7%+22.2pp | 71.9%+11.9pp | 67.7%+16.2pp |
| Annual return | 18.27% | 23.67%-5.4pp | 107.42%-89.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $5,961 | $2,065+188.7% | $3,471+71.8% | $2,757+116.2% |
| Participant deferral / active EE | $14,194 | $3,189+345.1% | $4,996+184.1% | $4,299+230.1% |
| Admin fee / account holder | $15,074 | $5,782+160.7% | $9,445+59.6% | $6,924+117.7% |