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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 | $225,897 | $84,236+168.2% | $170,435+32.5% | $70,126+222.1% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 12.75% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $14,534 | $3,387+329.1% | $5,432+167.5% | $2,343+520.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $30,391 | $5,698+433.3% | $13,881+118.9% | $4,645+554.2% |