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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 | $147,251 | $91,559+60.8% | $133,978+9.9% | $79,856+84.4% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.10%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $9,109 | $2,384+282.1% | $3,919+132.4% | $2,471+268.6% |
| Participant deferral / active EE | $5,974 | $3,734+60.0% | $5,047+18.4% | $3,741+59.7% |
| Admin fee / account holder | $36,895 | $6,321+483.7% | $8,930+313.2% | $5,306+595.3% |