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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 | $220,755 | $93,345+136.5% | $119,126+85.3% | $87,485+152.3% |
| Participation rate | 98.3% | 68.7%+29.6pp | 75.8%+22.5pp | 68.9%+29.4pp |
| Annual return | 17.54% | 19.08%-1.5pp | 282.11%-264.6pp | 26.06%-8.5pp |
| Employer contribution / active EE | $13,510 | $3,172+326.0% | $4,034+234.9% | $2,596+420.4% |
| Participant deferral / active EE | $7,460 | $4,099+82.0% | $5,318+40.3% | $4,274+74.6% |
| Admin fee / account holder | $1,767 | $8,039-78.0% | $10,693-83.5% | $7,775-77.3% |