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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 | $247,515 | $86,288+186.8% | $111,306+122.4% | $85,851+188.3% |
| Participation rate | 91.1% | 73.3%+17.7pp | 77.3%+13.8pp | 69.3%+21.8pp |
| Annual return | 15.32% | 19.99%-4.7pp | 54.67%-39.3pp | 318.63%-303.3pp |
| Employer contribution / active EE | $13,037 | $2,044+537.9% | $2,732+377.2% | $2,565+408.2% |
| Participant deferral / active EE | $7,922 | $3,641+117.6% | $4,488+76.5% | $3,952+100.4% |
| Admin fee / account holder | $26,517 | $8,189+223.8% | $7,966+232.9% | $6,261+323.5% |