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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 | $198,248 | $81,487+143.3% | $102,412+93.6% | $80,935+144.9% |
| Participation rate | 98.6% | 66.8%+31.7pp | 74.5%+24.1pp | 67.7%+30.9pp |
| Annual return | 12.29% | 25.60%-13.3pp | 24.94%-12.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $11,850 | $3,103+281.9% | $3,870+206.2% | $2,757+329.9% |
| Participant deferral / active EE | $9,229 | $3,871+138.4% | $5,060+82.4% | $4,299+114.7% |
| Admin fee / account holder | $30,518 | $6,717+354.3% | $8,388+263.8% | $6,924+340.7% |