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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 | $148,046 | $84,236+75.8% | $170,435-13.1% | $70,126+111.1% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 14.26% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $8,860 | $3,387+161.6% | $5,432+63.1% | $2,343+278.2% |
| Participant deferral / active EE | $9,814 | $3,086+218.0% | $4,939+98.7% | $3,332+194.5% |
| Admin fee / account holder | $25,256 | $5,698+343.2% | $13,881+81.9% | $4,645+443.7% |