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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 | $243,015 | $89,367+171.9% | $141,191+72.1% | $72,975+233.0% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 19.50% | 111.87%-92.4pp | 71.41%-51.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $10,686 | $3,115+243.1% | $4,736+125.6% | $2,440+337.9% |
| Participant deferral / active EE | $8,198 | $5,419+51.3% | $6,710+22.2% | $3,608+127.2% |
| Admin fee / account holder | $3,394 | $5,957-43.0% | $10,264-66.9% | $5,124-33.8% |