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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 | $201,981 | $77,908+159.3% | $149,696+34.9% | $75,173+168.7% |
| Participation rate | 86.0% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.8pp |
| Annual return | 17.03% | 31.73%-14.7pp | 134.46%-117.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $8,269 | $3,138+163.5% | $4,821+71.5% | $2,671+209.6% |
| Participant deferral / active EE | $4,590 | $3,411+34.6% | $5,682-19.2% | $4,126+11.2% |
| Admin fee / account holder | $28,693 | $5,950+382.3% | $13,212+117.2% | $5,651+407.8% |