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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 | $219,228 | $91,167+140.5% | $178,498+22.8% | $79,858+174.5% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.0pp |
| Annual return | 17.78% | 24.19%-6.4pp | 151.09%-133.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $3,466 | $3,255+6.5% | $5,011-30.8% | $2,471+40.3% |
| Participant deferral / active EE | $5,244 | $3,236+62.1% | $5,202+0.8% | $3,740+40.2% |
| Admin fee / account holder | $25,426 | $6,747+276.8% | $13,985+81.8% | $5,306+379.2% |