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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 | $233,827 | $77,908+200.1% | $149,696+56.2% | $75,173+211.1% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 17.54% | 31.73%-14.2pp | 134.46%-116.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $9,029 | $3,138+187.7% | $4,821+87.3% | $2,671+238.0% |
| Participant deferral / active EE | $7,315 | $3,411+114.4% | $5,682+28.7% | $4,126+77.3% |
| Admin fee / account holder | $18,693 | $5,950+214.2% | $13,212+41.5% | $5,651+230.8% |