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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 | $81,331+176.0% | $155,534+44.3% | $80,935+177.4% |
| Participation rate | 83.9% | 66.3%+17.7pp | 78.2%+5.7pp | 67.7%+16.3pp |
| Annual return | 13.14% | 33.37%-20.2pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $10,460 | $3,105+236.9% | $4,675+123.8% | $2,757+279.4% |
| Participant deferral / active EE | $3,545 | $3,454+2.6% | $5,630-37.0% | $4,299-17.5% |
| Admin fee / account holder | $22,853 | $7,999+185.7% | $15,900+43.7% | $6,924+230.0% |