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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 | $235,834 | $76,551+208.1% | $123,894+90.4% | $62,881+275.0% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 12.28% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $9,926 | $2,882+244.4% | $4,617+115.0% | $2,281+335.2% |
| Participant deferral / active EE | $9,180 | $4,840+89.7% | $5,984+53.4% | $3,203+186.6% |
| Admin fee / account holder | $17,280 | $4,826+258.1% | $8,357+106.8% | $4,296+302.3% |