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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 | $219,665 | $69,274+217.1% | $64,097+242.7% | $139,487+57.5% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 11.51% | 46.00%-34.5pp | 33.75%-22.2pp | 373.84%-362.3pp |
| Employer contribution / active EE | $10,359 | $3,187+225.0% | $2,750+276.7% | $4,755+117.9% |
| Participant deferral / active EE | $10,120 | $4,685+116.0% | $3,881+160.7% | $6,713+50.8% |
| Admin fee / account holder | $106,365 | $4,247+2404.8% | $3,070+3365.1% | $11,407+832.4% |