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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 | $210,068 | $78,707+166.9% | $117,861+78.2% | $70,126+199.6% |
| Participation rate | 92.0% | 73.2%+18.8pp | 79.7%+12.3pp | 69.5%+22.5pp |
| Annual return | 17.10% | 23.30%-6.2pp | 335.11%-318.0pp | 73.15%-56.1pp |
| Employer contribution / active EE | $3,613 | $2,223+62.5% | $3,786-4.6% | $2,343+54.2% |
| Participant deferral / active EE | $5,422 | $3,297+64.4% | $4,482+21.0% | $3,332+62.7% |
| Admin fee / account holder | $17,263 | $5,066+240.8% | $8,021+115.2% | $4,645+271.6% |