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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 | $230,854 | $107,421+114.9% | $182,262+26.7% | $94,015+145.6% |
| Participation rate | 98.4% | 77.8%+20.6pp | 84.2%+14.2pp | 70.8%+27.6pp |
| Annual return | 20.81% | 21.32%-0.5pp | 140.60%-119.8pp | 17.84%+3.0pp |
| Employer contribution / active EE | $13,943 | $3,448+304.4% | $5,046+176.3% | $2,790+399.7% |
| Participant deferral / active EE | $10,639 | $6,558+62.2% | $8,276+28.6% | $4,249+150.4% |
| Admin fee / account holder | $2,965 | $8,692-65.9% | $16,712-82.3% | $8,951-66.9% |