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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 | $76,407+182.6% | $150,298+43.7% | $82,448+161.9% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 14.86% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $12,603 | $2,614+382.1% | $4,154+203.4% | $2,551+394.1% |
| Participant deferral / active EE | $6,085 | $3,214+89.3% | $5,453+11.6% | $4,139+47.0% |
| Admin fee / account holder | $42,368 | $6,352+567.0% | $14,116+200.1% | $7,234+485.7% |