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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 | $245,292 | $75,541+224.7% | $152,093+61.3% | $82,637+196.8% |
| Participation rate | 95.9% | 66.5%+29.4pp | 77.8%+18.1pp | 68.1%+27.8pp |
| Annual return | 17.58% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $14,163 | $2,622+440.1% | $4,175+239.3% | $2,552+455.0% |
| Participant deferral / active EE | $10,979 | $3,206+242.5% | $5,451+101.4% | $4,126+166.1% |
| Admin fee / account holder | $62,679 | $6,405+878.7% | $14,497+332.4% | $7,339+754.1% |