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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 | $224,695 | $63,354+254.7% | $94,105+138.8% | $82,637+171.9% |
| Participation rate | 89.3% | 63.8%+25.5pp | 71.9%+17.3pp | 68.1%+21.2pp |
| Annual return | 15.59% | 34.36%-18.8pp | 204.55%-189.0pp | 53.51%-37.9pp |
| Employer contribution / active EE | $4,272 | $1,760+142.8% | $2,504+70.6% | $2,552+67.4% |
| Participant deferral / active EE | $9,590 | $2,873+233.7% | $3,881+147.1% | $4,126+132.4% |
| Admin fee / account holder | $24,483 | $5,073+382.6% | $6,199+294.9% | $7,339+233.6% |