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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 | $226,306 | $99,875+126.6% | $146,866+54.1% | $86,983+160.2% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 15.28% | 28.10%-12.8pp | 102.85%-87.6pp | 25.83%-10.5pp |
| Employer contribution / active EE | $13,705 | $3,224+325.1% | $4,425+209.7% | $2,584+430.3% |
| Participant deferral / active EE | $8,886 | $6,322+40.6% | $7,759+14.5% | $4,194+111.9% |
| Admin fee / account holder | $17,863 | $7,838+127.9% | $13,620+31.2% | $7,856+127.4% |