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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 | $221,166 | $117,846+87.7% | $102,434+115.9% | $145,884+51.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 12.71% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $11,048 | $3,615+205.6% | $3,023+265.4% | $4,662+137.0% |
| Participant deferral / active EE | $9,251 | $5,733+61.3% | $5,055+83.0% | $6,690+38.3% |
| Admin fee / account holder | $52,088 | $13,356+290.0% | $9,462+450.5% | $13,392+289.0% |