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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 | $156,925 | $87,059+80.3% | $105,608+48.6% | $80,925+93.9% |
| Participation rate | 98.2% | 70.4%+27.8pp | 75.3%+22.9pp | 67.7%+30.6pp |
| Annual return | 19.00% | 17.05%+2.0pp | 116.50%-97.5pp | 35.65%-16.6pp |
| Employer contribution / active EE | $10,813 | $2,396+351.2% | $3,167+241.4% | $2,756+292.3% |
| Participant deferral / active EE | $26,468 | $3,986+564.0% | $5,010+428.3% | $4,299+515.7% |
| Admin fee / account holder | $18,970 | $8,443+124.7% | $11,028+72.0% | $6,940+173.3% |