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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 | $227,286 | $58,828+286.4% | $78,002+191.4% | $62,881+261.5% |
| Participation rate | 97.4% | 71.1%+26.3pp | 75.5%+21.9pp | 69.3%+28.1pp |
| Annual return | 8.22% | 17.16%-8.9pp | 425.99%-417.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,564 | $1,672+173.0% | $2,470+84.8% | $2,281+100.1% |
| Participant deferral / active EE | $8,856 | $2,686+229.8% | $3,497+153.3% | $3,203+176.5% |
| Admin fee / account holder | $10,278 | $4,393+133.9% | $5,481+87.5% | $4,296+139.3% |