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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 | $223,691 | $81,276+175.2% | $155,574+43.8% | $80,925+176.4% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+18.9pp | 67.7%+29.5pp |
| Annual return | 16.37% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $8,911 | $3,103+187.2% | $4,676+90.6% | $2,756+223.3% |
| Participant deferral / active EE | $4,442 | $3,453+28.6% | $5,629-21.1% | $4,299+3.3% |
| Admin fee / account holder | $95,514 | $7,993+1094.9% | $15,914+500.2% | $6,940+1276.3% |