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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 | $222,306 | $76,551+190.4% | $123,894+79.4% | $62,881+253.5% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 8.53% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $9,959 | $2,882+245.5% | $4,617+115.7% | $2,281+336.6% |
| Participant deferral / active EE | $4,013 | $4,840-17.1% | $5,984-32.9% | $3,203+25.3% |
| Admin fee / account holder | $22,492 | $4,826+366.1% | $8,357+169.1% | $4,296+423.6% |