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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 | $203,957 | $72,273+182.2% | $101,275+101.4% | $79,856+155.4% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,558 | $2,691+106.5% | $3,660+51.9% | $2,471+124.9% |
| Participant deferral / active EE | $7,580 | $3,282+131.0% | $4,371+73.4% | $3,741+102.6% |
| Admin fee / account holder | $12,664 | $4,401+187.7% | $5,948+112.9% | $5,306+138.7% |