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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 | $122,024 | $93,345+30.7% | $119,126+2.4% | $87,485+39.5% |
| Participation rate | 97.2% | 68.7%+28.5pp | 75.8%+21.5pp | 68.9%+28.3pp |
| Annual return | 12.48% | 19.08%-6.6pp | 282.11%-269.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $7,737 | $3,172+143.9% | $4,034+91.8% | $2,596+198.0% |
| Participant deferral / active EE | $8,840 | $4,099+115.7% | $5,318+66.2% | $4,274+106.8% |
| Admin fee / account holder | $29,915 | $8,039+272.1% | $10,693+179.8% | $7,775+284.8% |