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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 | $233,819 | $76,551+205.4% | $123,894+88.7% | $62,881+271.8% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $10,463 | $2,882+263.0% | $4,617+126.6% | $2,281+358.7% |
| Participant deferral / active EE | $5,295 | $4,840+9.4% | $5,984-11.5% | $3,203+65.3% |
| Admin fee / account holder | $16,236 | $4,826+236.4% | $8,357+94.3% | $4,296+278.0% |