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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 | $81,358+168.5% | $155,556+40.4% | $80,959+169.8% |
| Participation rate | 97.8% | 66.3%+31.5pp | 78.2%+19.6pp | 67.7%+30.1pp |
| Annual return | 12.09% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $9,809 | $3,106+215.8% | $4,675+109.8% | $2,757+255.8% |
| Participant deferral / active EE | $7,158 | $3,455+107.2% | $5,631+27.1% | $4,300+66.5% |
| Admin fee / account holder | $67,841 | $7,994+748.7% | $15,885+327.1% | $6,925+879.6% |