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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 | $239,731 | $84,236+184.6% | $170,435+40.7% | $70,126+241.9% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 15.94% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $7,498 | $3,387+121.4% | $5,432+38.0% | $2,343+220.1% |
| Participant deferral / active EE | $11,046 | $3,086+258.0% | $4,939+123.6% | $3,332+231.5% |
| Admin fee / account holder | $11,148 | $5,698+95.6% | $13,881-19.7% | $4,645+140.0% |