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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 | $218,428 | $81,233+168.9% | $155,567+40.4% | $80,874+170.1% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 12.09% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $9,809 | $3,101+216.3% | $4,674+109.9% | $2,756+256.0% |
| Participant deferral / active EE | $7,158 | $3,452+107.3% | $5,628+27.2% | $4,297+66.6% |
| Admin fee / account holder | $67,841 | $7,998+748.3% | $15,916+326.2% | $6,935+878.2% |