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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 | $219,659 | $106,749+105.8% | $145,433+51.0% | $82,448+166.4% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 21.45% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $14,564 | $3,444+322.8% | $4,554+219.8% | $2,551+470.9% |
| Participant deferral / active EE | $18,791 | $6,519+188.3% | $7,897+137.9% | $4,139+354.0% |
| Admin fee / account holder | $7,839 | $8,390-6.6% | $13,129-40.3% | $7,234+8.4% |