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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 | $81,276+151.7% | $155,574+31.5% | $80,925+152.8% |
| Participation rate | 90.4% | 66.2%+24.1pp | 78.2%+12.2pp | 67.7%+22.7pp |
| Annual return | 15.29% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $15,254 | $3,103+391.6% | $4,676+226.2% | $2,756+453.4% |
| Participant deferral / active EE | $6,980 | $3,453+102.1% | $5,629+24.0% | $4,299+62.4% |
| Admin fee / account holder | $35,822 | $7,993+348.1% | $15,914+125.1% | $6,940+416.2% |