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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 | $179,850 | $58,311+208.4% | $81,882+119.6% | $80,959+122.2% |
| Participation rate | 84.2% | 63.5%+20.7pp | 72.4%+11.8pp | 67.7%+16.5pp |
| Annual return | 18.72% | 41.85%-23.1pp | 779.47%-760.8pp | 35.67%-16.9pp |
| Employer contribution / active EE | $10,125 | $2,347+331.5% | $2,916+247.2% | $2,757+267.2% |
| Participant deferral / active EE | $8,672 | $3,287+163.8% | $4,323+100.6% | $4,300+101.7% |
| Admin fee / account holder | $30,309 | $4,752+537.8% | $7,360+311.8% | $6,925+337.7% |