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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 | $238,860 | $58,627+307.4% | $76,735+211.3% | $82,448+189.7% |
| Participation rate | 92.3% | 63.2%+29.1pp | 69.5%+22.8pp | 68.1%+24.2pp |
| Annual return | 13.72% | 39.10%-25.4pp | 29.77%-16.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $9,721 | $1,729+462.2% | $2,454+296.1% | $2,551+281.1% |
| Participant deferral / active EE | $16,068 | $3,134+412.8% | $4,088+293.1% | $4,139+288.2% |
| Admin fee / account holder | $26,272 | $5,323+393.6% | $7,189+265.4% | $7,234+263.2% |