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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 | $237,503 | $86,298+175.2% | $111,308+113.4% | $85,847+176.7% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 13.65% | 19.99%-6.3pp | 54.67%-41.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $9,259 | $2,044+353.1% | $2,732+238.9% | $2,565+260.9% |
| Participant deferral / active EE | $9,765 | $3,641+168.2% | $4,487+117.6% | $3,952+147.1% |
| Admin fee / account holder | $19,553 | $8,189+138.8% | $7,965+145.5% | $6,261+212.3% |