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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 | $97,648+107.1% | $121,663+66.3% | $87,485+131.2% |
| Participation rate | 96.9% | 70.5%+26.4pp | 74.5%+22.4pp | 68.9%+27.9pp |
| Annual return | 15.33% | 18.03%-2.7pp | 147.54%-132.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $7,946 | $2,300+245.4% | $3,020+163.1% | $2,596+206.1% |
| Participant deferral / active EE | $11,184 | $3,923+185.1% | $4,887+128.8% | $4,274+161.7% |
| Admin fee / account holder | $21,807 | $11,100+96.5% | $14,289+52.6% | $7,775+180.5% |