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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 | $81,331+175.0% | $155,534+43.8% | $80,935+176.4% |
| Participation rate | 97.1% | 66.3%+30.9pp | 78.2%+18.9pp | 67.7%+29.5pp |
| Annual return | 16.37% | 33.37%-17.0pp | 64.92%-48.5pp | 35.66%-19.3pp |
| Employer contribution / active EE | $8,911 | $3,105+187.0% | $4,675+90.6% | $2,757+223.3% |
| Participant deferral / active EE | $4,442 | $3,454+28.6% | $5,630-21.1% | $4,299+3.3% |
| Admin fee / account holder | $95,514 | $7,999+1094.0% | $15,900+500.7% | $6,924+1279.4% |