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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 | $204,564 | $81,358+151.4% | $155,556+31.5% | $80,959+152.7% |
| Participation rate | 90.4% | 66.3%+24.1pp | 78.2%+12.2pp | 67.7%+22.7pp |
| Annual return | 15.29% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.4pp |
| Employer contribution / active EE | $15,254 | $3,106+391.1% | $4,675+226.3% | $2,757+453.3% |
| Participant deferral / active EE | $6,980 | $3,455+102.0% | $5,631+24.0% | $4,300+62.3% |
| Admin fee / account holder | $35,822 | $7,994+348.1% | $15,885+125.5% | $6,925+417.3% |