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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 | $229,495 | $100,194+129.1% | $122,979+86.6% | $86,983+163.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.39% | 16.47%-1.1pp | 20.12%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $9,353 | $2,326+302.2% | $3,062+205.4% | $2,584+261.9% |
| Participant deferral / active EE | $7,203 | $4,133+74.3% | $5,003+44.0% | $4,194+71.8% |
| Admin fee / account holder | $28,137 | $10,148+177.3% | $12,864+118.7% | $7,856+258.2% |