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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 | $198,266 | $99,875+98.5% | $146,866+35.0% | $86,983+127.9% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.5%+17.1pp |
| Annual return | 17.74% | 28.10%-10.4pp | 102.85%-85.1pp | 25.83%-8.1pp |
| Employer contribution / active EE | $19,306 | $3,224+498.8% | $4,425+336.3% | $2,584+647.0% |
| Participant deferral / active EE | $3,805 | $6,322-39.8% | $7,759-51.0% | $4,194-9.3% |
| Admin fee / account holder | $64,263 | $7,838+719.9% | $13,620+371.8% | $7,856+718.0% |