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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 | $220,632 | $101,795+116.7% | $165,100+33.6% | $80,959+172.5% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.7%+26.9pp |
| Annual return | 14.71% | 16.73%-2.0pp | 70.21%-55.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $6,516 | $2,954+120.6% | $4,348+49.9% | $2,757+136.3% |
| Participant deferral / active EE | $19,097 | $4,476+326.7% | $6,035+216.4% | $4,300+344.1% |
| Admin fee / account holder | $83,457 | $8,221+915.2% | $12,696+557.4% | $6,925+1105.1% |