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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 | $208,351 | $78,690+164.8% | $161,489+29.0% | $87,485+138.2% |
| Participation rate | 88.4% | 67.5%+20.9pp | 78.7%+9.7pp | 68.9%+19.4pp |
| Annual return | 16.97% | 32.74%-15.8pp | 89.72%-72.7pp | 26.06%-9.1pp |
| Employer contribution / active EE | $3,652 | $2,588+41.1% | $4,268-14.4% | $2,596+40.7% |
| Participant deferral / active EE | $19,321 | $3,311+483.6% | $5,630+243.2% | $4,274+352.1% |
| Admin fee / account holder | $35,159 | $6,724+422.9% | $16,006+119.7% | $7,775+352.2% |