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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 | $223,504 | $103,393+116.2% | $87,103+156.6% | $152,909+46.2% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.9%+9.8pp | 82.5%+4.2pp |
| Annual return | 21.16% | 28.10%-6.9pp | 28.19%-7.0pp | 345.46%-324.3pp |
| Employer contribution / active EE | $759 | $3,221-76.4% | $2,521-69.9% | $4,764-84.1% |
| Participant deferral / active EE | $7,592 | $4,778+58.9% | $4,049+87.5% | $5,851+29.7% |
| Admin fee / account holder | $118,030 | $12,195+867.9% | $7,491+1475.5% | $11,601+917.4% |