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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 | $241,755 | $99,875+142.1% | $146,866+64.6% | $86,983+177.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 18.73% | 28.10%-9.4pp | 102.85%-84.1pp | 25.83%-7.1pp |
| Employer contribution / active EE | $13,022 | $3,224+303.9% | $4,425+194.3% | $2,584+403.9% |
| Participant deferral / active EE | $10,952 | $6,322+73.2% | $7,759+41.2% | $4,194+161.2% |
| Admin fee / account holder | $2,757 | $7,838-64.8% | $13,620-79.8% | $7,856-64.9% |