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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 | $165,035 | $77,638+112.6% | $156,551+5.4% | $62,881+162.5% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 8.31% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $9,947 | $3,444+188.8% | $5,501+80.8% | $2,281+336.1% |
| Participant deferral / active EE | $6,396 | $3,046+110.0% | $4,871+31.3% | $3,203+99.7% |
| Admin fee / account holder | $7,428 | $5,561+33.6% | $13,028-43.0% | $4,296+72.9% |