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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 | $187,405 | $65,367+186.7% | $92,915+101.7% | $72,976+156.8% |
| Participation rate | 88.7% | 68.3%+20.4pp | 76.0%+12.7pp | 69.5%+19.2pp |
| Annual return | 23.38% | 42.11%-18.7pp | 109.45%-86.1pp | 81.02%-57.6pp |
| Employer contribution / active EE | $10,750 | $2,594+314.4% | $3,653+194.2% | $2,440+340.5% |
| Participant deferral / active EE | $6,357 | $3,128+103.2% | $4,238+50.0% | $3,608+76.2% |
| Admin fee / account holder | $23,031 | $4,251+441.7% | $5,796+297.4% | $5,124+349.5% |