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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 | $243,595 | $77,638+213.8% | $156,551+55.6% | $62,881+287.4% |
| Participation rate | 94.7% | 71.2%+23.5pp | 84.0%+10.7pp | 69.3%+25.4pp |
| Annual return | 9.51% | 50.33%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $22,247 | $3,444+546.0% | $5,501+304.4% | $2,281+875.4% |
| Participant deferral / active EE | $11,864 | $3,046+289.5% | $4,871+143.6% | $3,203+270.4% |
| Admin fee / account holder | $1,851 | $5,561-66.7% | $13,028-85.8% | $4,296-56.9% |