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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 | $248,380 | $95,406+160.3% | $185,849+33.6% | $85,847+189.3% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.0pp |
| Annual return | 13.89% | 23.59%-9.7pp | 122.10%-108.2pp | 318.61%-304.7pp |
| Employer contribution / active EE | $9,253 | $3,314+179.2% | $5,169+79.0% | $2,565+260.7% |
| Participant deferral / active EE | $11,625 | $3,424+239.5% | $5,569+108.7% | $3,952+194.1% |
| Admin fee / account holder | $15,555 | $7,214+115.6% | $16,244-4.2% | $6,261+148.5% |