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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 | $238,276 | $85,171+179.8% | $172,753+37.9% | $72,976+226.5% |
| Participation rate | 91.0% | 70.1%+21.0pp | 82.6%+8.4pp | 69.5%+21.6pp |
| Annual return | 21.35% | 27.32%-6.0pp | 803.00%-781.6pp | 81.02%-59.7pp |
| Employer contribution / active EE | $7,797 | $3,324+134.6% | $5,144+51.6% | $2,440+219.6% |
| Participant deferral / active EE | $3,746 | $3,260+14.9% | $5,198-27.9% | $3,608+3.8% |
| Admin fee / account holder | $5,291 | $5,880-10.0% | $13,956-62.1% | $5,124+3.3% |