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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 | $136,914 | $77,638+76.3% | $156,551-12.5% | $62,881+117.7% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 9.40% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $16,294 | $3,444+373.1% | $5,501+196.2% | $2,281+614.3% |
| Participant deferral / active EE | $9,560 | $3,046+213.9% | $4,871+96.3% | $3,203+198.5% |
| Admin fee / account holder | $27,675 | $5,561+397.6% | $13,028+112.4% | $4,296+544.3% |