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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 | $189,272 | $78,428+141.3% | $95,960+97.2% | $79,852+137.0% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.7pp | 69.6%+29.1pp |
| Annual return | 12.02% | 19.37%-7.4pp | 91.63%-79.6pp | 31.72%-19.7pp |
| Employer contribution / active EE | $3,379 | $1,945+73.7% | $2,541+33.0% | $2,471+36.8% |
| Participant deferral / active EE | $8,796 | $3,440+155.7% | $4,167+111.1% | $3,740+135.2% |
| Admin fee / account holder | $19,262 | $5,622+242.6% | $6,797+183.4% | $5,306+263.0% |