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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 | $223,114 | $63,861+249.4% | $104,625+113.3% | $79,852+179.4% |
| Participation rate | 78.4% | 64.9%+13.5pp | 74.1%+4.3pp | 69.6%+8.7pp |
| Annual return | 14.29% | 21.30%-7.0pp | 340.60%-326.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $3,728 | $1,588+134.7% | $2,681+39.0% | $2,471+50.8% |
| Participant deferral / active EE | $8,705 | $2,693+223.2% | $3,738+132.9% | $3,740+132.7% |
| Admin fee / account holder | $20,421 | $4,185+388.0% | $6,465+215.9% | $5,306+284.8% |