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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 | $205,478 | $48,314+325.3% | $67,561+204.1% | $80,925+153.9% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.4pp |
| Annual return | 13.99% | 18.28%-4.3pp | 3525.44%-3511.4pp | 35.65%-21.7pp |
| Employer contribution / active EE | $8,812 | $2,022+335.8% | $2,735+222.2% | $2,756+219.7% |
| Participant deferral / active EE | $8,058 | $2,927+175.3% | $4,003+101.3% | $4,299+87.5% |
| Admin fee / account holder | $23,062 | $3,690+525.1% | $4,006+475.7% | $6,940+232.3% |