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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 | $215,934 | $86,050+150.9% | $189,758+13.8% | $94,015+129.7% |
| Participation rate | 96.3% | 68.9%+27.4pp | 79.8%+16.5pp | 70.8%+25.5pp |
| Annual return | 14.86% | 17.77%-2.9pp | 52.62%-37.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $12,603 | $2,819+347.0% | $4,767+164.4% | $2,790+351.7% |
| Participant deferral / active EE | $6,085 | $3,349+81.7% | $5,856+3.9% | $4,249+43.2% |
| Admin fee / account holder | $42,368 | $6,627+539.4% | $20,388+107.8% | $8,951+373.3% |