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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 | $204,402 | $76,551+167.0% | $123,894+65.0% | $62,881+225.1% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 9.23% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $11,118 | $2,882+285.7% | $4,617+140.8% | $2,281+387.4% |
| Participant deferral / active EE | $9,661 | $4,840+99.6% | $5,984+61.4% | $3,203+201.6% |
| Admin fee / account holder | $46,495 | $4,826+863.5% | $8,357+456.3% | $4,296+982.3% |