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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 | $248,165 | $77,164+221.6% | $178,014+39.4% | $80,874+206.9% |
| Participation rate | 97.7% | 65.7%+32.0pp | 77.1%+20.6pp | 67.6%+30.0pp |
| Annual return | 13.95% | 18.09%-4.1pp | 294.80%-280.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $7,303 | $2,288+219.3% | $3,950+84.9% | $2,756+165.0% |
| Participant deferral / active EE | $17,527 | $4,408+297.6% | $6,276+179.2% | $4,297+307.9% |
| Admin fee / account holder | $27,685 | $7,164+286.4% | $10,362+167.2% | $6,935+299.2% |