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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 | $146,213 | $57,352+154.9% | $83,831+74.4% | $64,173+127.8% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.4pp | 69.6%+28.9pp |
| Annual return | 18.52% | 11.38%+7.1pp | 850.99%-832.5pp | 7.63%+10.9pp |
| Employer contribution / active EE | $9,956 | $2,546+291.1% | $3,631+174.2% | $2,381+318.2% |
| Participant deferral / active EE | $8,083 | $2,993+170.1% | $4,082+98.0% | $3,470+133.0% |
| Admin fee / account holder | $9,843 | $4,046+143.3% | $5,479+79.7% | $4,887+101.4% |