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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 | $193,247 | $76,407+152.9% | $150,298+28.6% | $82,448+134.4% |
| Participation rate | 96.9% | 66.4%+30.5pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 14.63% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $11,270 | $2,614+331.1% | $4,154+171.3% | $2,551+341.8% |
| Participant deferral / active EE | $7,256 | $3,214+125.7% | $5,453+33.1% | $4,139+75.3% |
| Admin fee / account holder | $16,411 | $6,352+158.4% | $14,116+16.3% | $7,234+126.9% |