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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 | $174,986 | $65,367+167.7% | $92,915+88.3% | $72,976+139.8% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 27.23% | 42.11%-14.9pp | 109.45%-82.2pp | 81.02%-53.8pp |
| Employer contribution / active EE | $8,174 | $2,594+215.1% | $3,653+123.7% | $2,440+235.0% |
| Participant deferral / active EE | $5,299 | $3,128+69.4% | $4,238+25.0% | $3,608+46.9% |
| Admin fee / account holder | $10,599 | $4,251+149.3% | $5,796+82.9% | $5,124+106.8% |