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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 | $227,708 | $101,795+123.7% | $165,100+37.9% | $80,959+181.3% |
| Participation rate | 76.6% | 71.8%+4.8pp | 78.6%-2.0pp | 67.7%+9.0pp |
| Annual return | 15.12% | 16.73%-1.6pp | 70.21%-55.1pp | 35.67%-20.5pp |
| Employer contribution / active EE | $9,039 | $2,954+206.0% | $4,348+107.9% | $2,757+227.8% |
| Participant deferral / active EE | $6,665 | $4,476+48.9% | $6,035+10.4% | $4,300+55.0% |
| Admin fee / account holder | $25,025 | $8,221+204.4% | $12,696+97.1% | $6,925+261.4% |