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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 | $212,932 | $61,125+248.4% | $94,057+126.4% | $87,485+143.4% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.3%+18.3pp | 68.9%+22.7pp |
| Annual return | 14.95% | 35.20%-20.2pp | 480.62%-465.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $7,818 | $2,136+265.9% | $2,933+166.5% | $2,596+201.1% |
| Participant deferral / active EE | $5,374 | $3,260+64.8% | $4,709+14.1% | $4,274+25.8% |
| Admin fee / account holder | $24,194 | $5,629+329.8% | $7,244+234.0% | $7,775+211.2% |