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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 | $234,658 | $81,331+188.5% | $155,534+50.9% | $80,935+189.9% |
| Participation rate | 78.6% | 66.3%+12.3pp | 78.2%+0.4pp | 67.7%+10.9pp |
| Annual return | 15.00% | 33.37%-18.4pp | 64.92%-49.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $11,105 | $3,105+257.7% | $4,675+137.6% | $2,757+302.8% |
| Participant deferral / active EE | $12,820 | $3,454+271.1% | $5,630+127.7% | $4,299+198.2% |
| Admin fee / account holder | $2,009 | $7,999-74.9% | $15,900-87.4% | $6,924-71.0% |