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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 | $218,185 | $84,236+159.0% | $170,435+28.0% | $70,126+211.1% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 18.38% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $10,605 | $3,387+213.1% | $5,432+95.2% | $2,343+352.7% |
| Participant deferral / active EE | $7,915 | $3,086+156.5% | $4,939+60.2% | $3,332+137.6% |
| Admin fee / account holder | $1,124 | $5,698-80.3% | $13,881-91.9% | $4,645-75.8% |