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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 | $211,710 | $77,638+172.7% | $156,551+35.2% | $62,881+236.7% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 7.18% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $14,808 | $3,444+330.0% | $5,501+169.2% | $2,281+549.2% |
| Participant deferral / active EE | $14,976 | $3,046+391.7% | $4,871+207.4% | $3,203+367.6% |
| Admin fee / account holder | $15,649 | $5,561+181.4% | $13,028+20.1% | $4,296+264.3% |