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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 | $223,656 | $98,776+126.4% | $149,745+49.4% | $79,856+180.1% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.9pp |
| Annual return | 18.40% | 27.38%-9.0pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $7,006 | $3,217+117.8% | $4,646+50.8% | $2,471+183.5% |
| Participant deferral / active EE | $7,556 | $5,681+33.0% | $6,843+10.4% | $3,741+102.0% |
| Admin fee / account holder | $17,415 | $6,053+187.7% | $9,312+87.0% | $5,306+228.2% |