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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 | $248,680 | $77,920+219.1% | $149,723+66.1% | $75,177+230.8% |
| Participation rate | 89.7% | 65.6%+24.1pp | 78.8%+10.9pp | 67.2%+22.5pp |
| Annual return | 15.72% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $11,742 | $3,138+274.2% | $4,821+143.5% | $2,671+339.6% |
| Participant deferral / active EE | $27,669 | $3,411+711.1% | $5,682+386.9% | $4,126+570.5% |
| Admin fee / account holder | $32,567 | $5,951+447.3% | $13,215+146.4% | $5,651+476.3% |