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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 | $117,829+103.7% | $102,423+134.3% | $145,877+64.5% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 16.01% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $14,005 | $3,615+287.5% | $3,023+363.3% | $4,663+200.3% |
| Participant deferral / active EE | $8,122 | $5,732+41.7% | $5,054+60.7% | $6,691+21.4% |
| Admin fee / account holder | $55,904 | $13,335+319.2% | $9,455+491.3% | $13,402+317.1% |