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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 | $237,194 | $70,684+235.6% | $169,397+40.0% | $75,177+215.5% |
| Participation rate | 85.7% | 64.8%+20.9pp | 77.2%+8.5pp | 67.2%+18.5pp |
| Annual return | 13.99% | 36.38%-22.4pp | 406.23%-392.2pp | 160.75%-146.8pp |
| Employer contribution / active EE | $3,465 | $2,211+56.7% | $4,013-13.7% | $2,671+29.7% |
| Participant deferral / active EE | $8,697 | $4,310+101.8% | $6,223+39.8% | $4,126+110.8% |
| Admin fee / account holder | $28,126 | $5,404+420.5% | $9,017+211.9% | $5,651+397.7% |