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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 | $247,752 | $89,370+177.2% | $141,197+75.5% | $72,976+239.5% |
| Participation rate | 82.5% | 75.1%+7.4pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 25.87% | 111.88%-86.0pp | 71.41%-45.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $4,450 | $3,115+42.8% | $4,736-6.0% | $2,440+82.4% |
| Participant deferral / active EE | $9,886 | $5,419+82.4% | $6,710+47.3% | $3,608+174.0% |
| Admin fee / account holder | $24,292 | $5,957+307.8% | $10,265+136.6% | $5,124+374.1% |