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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 | $208,150 | $132,099+57.6% | $115,599+80.1% | $138,895+49.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.3%+18.0pp | 79.9%+12.4pp |
| Annual return | 17.47% | 176.76%-159.3pp | 111.10%-93.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $9,567 | $3,416+180.1% | $2,955+223.7% | $4,194+128.1% |
| Participant deferral / active EE | $7,038 | $5,617+25.3% | $4,889+43.9% | $6,396+10.0% |
| Admin fee / account holder | $32,885 | $15,650+110.1% | $12,841+156.1% | $12,562+161.8% |