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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 | $81,233+176.3% | $155,567+44.3% | $80,874+177.6% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.6%+16.3pp |
| Annual return | 13.14% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $10,460 | $3,101+237.3% | $4,674+123.8% | $2,756+279.6% |
| Participant deferral / active EE | $3,545 | $3,452+2.7% | $5,628-37.0% | $4,297-17.5% |
| Admin fee / account holder | $22,853 | $7,998+185.7% | $15,916+43.6% | $6,935+229.5% |