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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 | $215,816 | $46,360+365.5% | $147,617+46.2% | $52,331+312.4% |
| Participation rate | 91.8% | 64.9%+26.9pp | 84.6%+7.2pp | 68.1%+23.7pp |
| Annual return | 62.09% | 1.62%+60.5pp | 61.98%+0.1pp | 4.54%+57.5pp |
| Employer contribution / active EE | $21,110 | $2,126+892.9% | $5,564+279.4% | $1,882+1021.9% |
| Participant deferral / active EE | $14,980 | $2,258+563.6% | $4,895+206.0% | $3,022+395.7% |
| Admin fee / account holder | $23,513 | $766+2970.5% | $11,612+102.5% | $592+3874.5% |