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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 | $234,371 | $84,236+178.2% | $170,435+37.5% | $70,126+234.2% |
| Participation rate | 98.3% | 70.8%+27.5pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 12.33% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $9,946 | $3,387+193.6% | $5,432+83.1% | $2,343+324.6% |
| Participant deferral / active EE | $5,040 | $3,086+63.3% | $4,939+2.0% | $3,332+51.3% |
| Admin fee / account holder | $9,225 | $5,698+61.9% | $13,881-33.5% | $4,645+98.6% |