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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 | $242,161 | $91,167+165.6% | $178,498+35.7% | $79,858+203.2% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 15.74% | 24.19%-8.5pp | 151.09%-135.4pp | 31.72%-16.0pp |
| Employer contribution / active EE | $13,148 | $3,255+303.9% | $5,011+162.4% | $2,471+432.1% |
| Participant deferral / active EE | $10,570 | $3,236+226.7% | $5,202+103.2% | $3,740+182.6% |
| Admin fee / account holder | $5,502 | $6,747-18.5% | $13,985-60.7% | $5,306+3.7% |