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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 | $243,567 | $91,179+167.1% | $178,499+36.5% | $79,852+205.0% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 14.60% | 24.19%-9.6pp | 151.10%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $10,729 | $3,256+229.5% | $5,011+114.1% | $2,471+334.2% |
| Participant deferral / active EE | $7,672 | $3,236+137.1% | $5,202+47.5% | $3,740+105.1% |
| Admin fee / account holder | $3,475 | $6,749-48.5% | $13,986-75.2% | $5,306-34.5% |