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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 | $204,334 | $80,985+152.3% | $96,576+111.6% | $75,181+171.8% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 17.86% | 27.05%-9.2pp | 25.87%-8.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $8,282 | $2,282+262.9% | $2,965+179.3% | $2,671+210.1% |
| Participant deferral / active EE | $10,286 | $3,929+161.8% | $4,851+112.0% | $4,126+149.3% |
| Admin fee / account holder | $10,468 | $6,719+55.8% | $8,253+26.8% | $5,650+85.3% |