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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 | $234,936 | $77,638+202.6% | $156,551+50.1% | $62,881+273.6% |
| Participation rate | 98.1% | 71.2%+26.9pp | 84.0%+14.1pp | 69.3%+28.8pp |
| Annual return | 7.81% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $12,502 | $3,444+263.0% | $5,501+127.3% | $2,281+448.1% |
| Participant deferral / active EE | $7,759 | $3,046+154.8% | $4,871+59.3% | $3,203+142.3% |
| Admin fee / account holder | $5,299 | $5,561-4.7% | $13,028-59.3% | $4,296+23.3% |