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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 | $213,853 | $84,236+153.9% | $170,435+25.5% | $70,126+205.0% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $10,125 | $3,387+198.9% | $5,432+86.4% | $2,343+332.2% |
| Participant deferral / active EE | $7,894 | $3,086+155.8% | $4,939+59.8% | $3,332+136.9% |
| Admin fee / account holder | $2,326 | $5,698-59.2% | $13,881-83.2% | $4,645-49.9% |