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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 | $81,358+175.9% | $155,556+44.3% | $80,959+177.3% |
| Participation rate | 83.9% | 66.3%+17.7pp | 78.2%+5.7pp | 67.7%+16.3pp |
| Annual return | 13.14% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $10,460 | $3,106+236.7% | $4,675+123.7% | $2,757+279.4% |
| Participant deferral / active EE | $3,545 | $3,455+2.6% | $5,631-37.0% | $4,300-17.6% |
| Admin fee / account holder | $22,853 | $7,994+185.9% | $15,885+43.9% | $6,925+230.0% |