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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 | $209,699 | $93,598+124.0% | $135,974+54.2% | $75,173+179.0% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 15.45% | 30.89%-15.4pp | 68.30%-52.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $8,511 | $3,538+140.6% | $4,859+75.2% | $2,671+218.6% |
| Participant deferral / active EE | $11,658 | $6,405+82.0% | $7,760+50.2% | $4,126+182.5% |
| Admin fee / account holder | $33,998 | $6,978+387.2% | $10,767+215.8% | $5,651+501.7% |