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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 | $92,850 | $77,638+19.6% | $156,551-40.7% | $62,881+47.7% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 9.96% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $9,364 | $3,444+171.9% | $5,501+70.2% | $2,281+310.5% |
| Participant deferral / active EE | $4,340 | $3,046+42.5% | $4,871-10.9% | $3,203+35.5% |
| Admin fee / account holder | $15,516 | $5,561+179.0% | $13,028+19.1% | $4,296+261.2% |