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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 | $199,702 | $96,731+106.5% | $123,973+61.1% | $86,983+129.6% |
| Participation rate | 95.4% | 70.0%+25.4pp | 76.7%+18.7pp | 69.5%+25.8pp |
| Annual return | 17.68% | 17.33%+0.4pp | 388.13%-370.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $6,667 | $3,297+102.2% | $4,126+61.6% | $2,584+157.9% |
| Participant deferral / active EE | $6,939 | $4,152+67.1% | $5,247+32.2% | $4,194+65.5% |
| Admin fee / account holder | $22,536 | $8,722+158.4% | $11,799+91.0% | $7,856+186.9% |