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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 | $229,339 | $81,276+182.2% | $155,574+47.4% | $80,925+183.4% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.7%+30.4pp |
| Annual return | 13.20% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $7,945 | $3,103+156.0% | $4,676+69.9% | $2,756+188.2% |
| Participant deferral / active EE | $5,831 | $3,453+68.9% | $5,629+3.6% | $4,299+35.6% |
| Admin fee / account holder | $37,002 | $7,993+362.9% | $15,914+132.5% | $6,940+433.2% |