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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 | $224,480 | $81,276+176.2% | $155,574+44.3% | $80,925+177.4% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.7%+16.3pp |
| Annual return | 13.14% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $10,460 | $3,103+237.1% | $4,676+123.7% | $2,756+279.5% |
| Participant deferral / active EE | $3,545 | $3,453+2.7% | $5,629-37.0% | $4,299-17.5% |
| Admin fee / account holder | $22,853 | $7,993+185.9% | $15,914+43.6% | $6,940+229.3% |