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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 | $221,805 | $99,633+122.6% | $183,328+21.0% | $82,448+169.0% |
| Participation rate | 96.0% | 70.8%+25.2pp | 77.3%+18.7pp | 68.1%+27.9pp |
| Annual return | 17.88% | 17.84%0pp | 29.67%-11.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $10,634 | $3,256+226.5% | $5,055+110.4% | $2,551+316.8% |
| Participant deferral / active EE | $6,514 | $4,938+31.9% | $6,795-4.1% | $4,139+57.4% |
| Admin fee / account holder | $26,938 | $9,934+171.2% | $21,427+25.7% | $7,234+272.4% |