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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 | $249,727 | $93,586+166.8% | $135,925+83.7% | $75,173+232.2% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 16.24% | 30.90%-14.7pp | 68.25%-52.0pp | 160.65%-144.4pp |
| Employer contribution / active EE | $5,861 | $3,537+65.7% | $4,857+20.7% | $2,670+119.5% |
| Participant deferral / active EE | $9,167 | $6,405+43.1% | $7,759+18.1% | $4,126+122.2% |
| Admin fee / account holder | $41,287 | $6,977+491.8% | $10,764+283.6% | $5,651+630.6% |