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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 | $81,358+181.9% | $155,556+47.4% | $80,959+183.3% |
| Participation rate | 98.1% | 66.3%+31.8pp | 78.2%+19.9pp | 67.7%+30.4pp |
| Annual return | 13.20% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $7,945 | $3,106+155.8% | $4,675+69.9% | $2,757+188.2% |
| Participant deferral / active EE | $5,831 | $3,455+68.7% | $5,631+3.6% | $4,300+35.6% |
| Admin fee / account holder | $37,002 | $7,994+362.9% | $15,885+132.9% | $6,925+434.3% |