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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 | $227,251 | $72,177+214.9% | $115,037+97.5% | $59,633+281.1% |
| Participation rate | 88.2% | 72.6%+15.7pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | 7.12% | 12.02%-4.9pp | 26.14%-19.0pp | 2041.40%-2034.3pp |
| Employer contribution / active EE | $7,073 | $2,841+149.0% | $4,608+53.5% | $2,203+221.1% |
| Participant deferral / active EE | $10,374 | $4,783+116.9% | $6,026+72.1% | $3,192+225.0% |
| Admin fee / account holder | $13,741 | $4,927+178.9% | $8,175+68.1% | $4,297+219.8% |