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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 | $240,012 | $117,895+103.6% | $102,460+134.2% | $145,897+64.5% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 16.01% | 31.92%-15.9pp | 29.47%-13.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $14,005 | $3,619+287.0% | $3,025+362.9% | $4,663+200.4% |
| Participant deferral / active EE | $8,122 | $5,736+41.6% | $5,056+60.6% | $6,689+21.4% |
| Admin fee / account holder | $55,904 | $13,353+318.7% | $9,460+490.9% | $13,390+317.5% |