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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 | $237,421 | $54,763+333.5% | $90,324+162.9% | $72,976+225.3% |
| Participation rate | 91.9% | 65.2%+26.7pp | 73.3%+18.6pp | 69.5%+22.4pp |
| Annual return | 24.29% | 30.63%-6.3pp | 78.15%-53.9pp | 81.02%-56.7pp |
| Employer contribution / active EE | $10,446 | $2,093+399.0% | $2,856+265.8% | $2,440+328.1% |
| Participant deferral / active EE | $8,272 | $2,887+186.5% | $3,885+112.9% | $3,608+129.3% |
| Admin fee / account holder | $8,822 | $3,973+122.0% | $5,356+64.7% | $5,124+72.2% |