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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 | $243,397 | $76,551+218.0% | $123,894+96.5% | $62,881+287.1% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 8.68% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $9,880 | $2,882+242.8% | $4,617+114.0% | $2,281+333.2% |
| Participant deferral / active EE | $14,341 | $4,840+196.3% | $5,984+139.6% | $3,203+347.7% |
| Admin fee / account holder | $19,118 | $4,826+296.2% | $8,357+128.8% | $4,296+345.1% |