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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 | $228,706 | $109,359+109.1% | $162,177+41.0% | $72,975+213.4% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.8pp |
| Annual return | 23.99% | 25.46%-1.5pp | 115.60%-91.6pp | 81.01%-57.0pp |
| Employer contribution / active EE | $17,320 | $3,907+343.3% | $5,613+208.6% | $2,440+609.8% |
| Participant deferral / active EE | $16,560 | $5,481+202.1% | $7,297+126.9% | $3,608+359.0% |
| Admin fee / account holder | $32,569 | $7,972+308.6% | $10,843+200.4% | $5,124+535.6% |