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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 | $195,063 | $85,766+127.4% | $136,297+43.1% | $70,124+178.2% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 17.63% | 31.45%-13.8pp | 5156.19%-5138.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $3,670 | $2,966+23.7% | $4,696-21.8% | $2,342+56.7% |
| Participant deferral / active EE | $7,702 | $5,051+52.5% | $6,247+23.3% | $3,332+131.2% |
| Admin fee / account holder | $8,906 | $5,420+64.3% | $9,244-3.7% | $4,645+91.7% |