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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 | $228,903 | $85,766+166.9% | $136,297+67.9% | $70,124+226.4% |
| Participation rate | 98.5% | 74.2%+24.3pp | 81.9%+16.6pp | 69.5%+28.9pp |
| Annual return | 17.49% | 31.45%-14.0pp | 5156.19%-5138.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $9,086 | $2,966+206.3% | $4,696+93.5% | $2,342+287.9% |
| Participant deferral / active EE | $6,536 | $5,051+29.4% | $6,247+4.6% | $3,332+96.2% |
| Admin fee / account holder | $13,747 | $5,420+153.6% | $9,244+48.7% | $4,645+195.9% |