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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 | $232,122 | $78,670+195.1% | $109,173+112.6% | $85,847+170.4% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 13.31% | 25.09%-11.8pp | 25.75%-12.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $6,777 | $2,734+147.9% | $3,723+82.0% | $2,565+164.2% |
| Participant deferral / active EE | $6,810 | $3,467+96.4% | $4,654+46.3% | $3,952+72.3% |
| Admin fee / account holder | $31,550 | $5,469+476.8% | $6,755+367.1% | $6,261+403.9% |