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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 | $204,282 | $91,559+123.1% | $133,959+52.5% | $79,858+155.8% |
| Participation rate | 98.6% | 73.3%+25.2pp | 79.8%+18.8pp | 69.6%+29.0pp |
| Annual return | 10.27% | 61.85%-51.6pp | 45.09%-34.8pp | 31.72%-21.5pp |
| Employer contribution / active EE | $8,659 | $2,384+263.2% | $3,919+121.0% | $2,471+250.4% |
| Participant deferral / active EE | $8,945 | $3,734+139.6% | $5,047+77.2% | $3,740+139.2% |
| Admin fee / account holder | $5,604 | $6,321-11.3% | $8,928-37.2% | $5,306+5.6% |