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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 | $197,771 | $105,284+87.8% | $150,734+31.2% | $94,015+110.4% |
| Participation rate | 96.6% | 71.7%+24.8pp | 78.4%+18.1pp | 70.8%+25.7pp |
| Annual return | 16.39% | 15.67%+0.7pp | 600.81%-584.4pp | 17.84%-1.5pp |
| Employer contribution / active EE | $3,418 | $3,599-5.0% | $4,918-30.5% | $2,790+22.5% |
| Participant deferral / active EE | $9,442 | $4,274+120.9% | $5,610+68.3% | $4,249+122.2% |
| Admin fee / account holder | $46,538 | $9,839+373.0% | $14,905+212.2% | $8,951+419.9% |