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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 | $201,543 | $65,395+208.2% | $182,558+10.4% | $72,976+176.2% |
| Participation rate | 97.0% | 65.4%+31.5pp | 78.0%+19.0pp | 69.5%+27.5pp |
| Annual return | 20.49% | 27.68%-7.2pp | 148.59%-128.1pp | 81.02%-60.5pp |
| Employer contribution / active EE | $3,324 | $1,911+73.9% | $4,076-18.4% | $2,440+36.2% |
| Participant deferral / active EE | $15,076 | $3,563+323.2% | $5,526+172.8% | $3,608+317.9% |
| Admin fee / account holder | $16,632 | $4,245+291.8% | $8,594+93.5% | $5,124+224.6% |