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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 | $222,733 | $95,415+133.4% | $185,851+19.8% | $85,851+159.4% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 12.20% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $10,788 | $3,314+225.5% | $5,168+108.7% | $2,565+320.5% |
| Participant deferral / active EE | $9,933 | $3,424+190.1% | $5,569+78.4% | $3,952+151.3% |
| Admin fee / account holder | $43,169 | $7,215+498.3% | $16,245+165.7% | $6,261+589.5% |