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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 | $226,890 | $78,707+188.3% | $117,861+92.5% | $70,126+223.5% |
| Participation rate | 97.5% | 73.2%+24.3pp | 79.7%+17.8pp | 69.5%+28.0pp |
| Annual return | 19.47% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $3,103 | $2,223+39.6% | $3,786-18.0% | $2,343+32.5% |
| Participant deferral / active EE | $6,565 | $3,297+99.1% | $4,482+46.5% | $3,332+97.0% |
| Admin fee / account holder | $28,020 | $5,066+453.1% | $8,021+249.3% | $4,645+503.2% |