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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 | $233,736 | $93,589+149.7% | $135,942+71.9% | $75,181+210.9% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 27.17% | 30.90%-3.7pp | 68.28%-41.1pp | 160.69%-133.5pp |
| Employer contribution / active EE | $27,042 | $3,537+664.5% | $4,858+456.7% | $2,671+912.6% |
| Participant deferral / active EE | $7,964 | $6,405+24.3% | $7,759+2.6% | $4,126+93.0% |
| Admin fee / account holder | $29,657 | $6,977+325.0% | $10,764+175.5% | $5,650+424.9% |