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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 | $202,272 | $94,031+115.1% | $115,768+74.7% | $82,448+145.3% |
| Participation rate | 96.9% | 70.4%+26.5pp | 74.4%+22.5pp | 68.1%+28.8pp |
| Annual return | 15.33% | 20.61%-5.3pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $7,946 | $2,323+242.0% | $2,940+170.3% | $2,551+211.5% |
| Participant deferral / active EE | $11,184 | $3,972+181.6% | $4,917+127.5% | $4,139+170.2% |
| Admin fee / account holder | $21,807 | $10,249+112.8% | $12,439+75.3% | $7,234+201.4% |