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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 | $209,473 | $101,763+105.8% | $164,866+27.1% | $80,874+159.0% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 18.86% | 16.73%+2.1pp | 69.97%-51.1pp | 35.62%-16.8pp |
| Employer contribution / active EE | $13,833 | $2,954+368.2% | $4,343+218.5% | $2,756+402.0% |
| Participant deferral / active EE | $9,826 | $4,477+119.5% | $6,033+62.9% | $4,297+128.7% |
| Admin fee / account holder | $1,188 | $8,228-85.6% | $12,689-90.6% | $6,935-82.9% |