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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 | $245,502 | $88,360+177.8% | $145,433+68.8% | $67,986+261.1% |
| Participation rate | 93.8% | 65.5%+28.3pp | 82.1%+11.6pp | 57.2%+36.5pp |
| Annual return | 16.12% | 63.15%-47.0pp | 66.58%-50.5pp | 31.67%-15.5pp |
| Employer contribution / active EE | $5,387 | $3,054+76.4% | $4,554+18.3% | $2,019+166.9% |
| Participant deferral / active EE | $9,529 | $5,932+60.6% | $7,897+20.7% | $3,358+183.8% |
| Admin fee / account holder | $21,001 | $3,313+533.9% | $13,129+60.0% | $3,203+555.6% |