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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 | $232,052 | $72,269+221.1% | $101,271+129.1% | $79,852+190.6% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 13.67% | 22.29%-8.6pp | 46.48%-32.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $13,942 | $2,692+417.9% | $3,660+280.9% | $2,471+464.2% |
| Participant deferral / active EE | $4,529 | $3,282+38.0% | $4,371+3.6% | $3,740+21.1% |
| Admin fee / account holder | $10,099 | $4,401+129.5% | $5,948+69.8% | $5,306+90.3% |