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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 | $232,925 | $81,331+186.4% | $155,534+49.8% | $80,935+187.8% |
| Participation rate | 97.8% | 66.3%+31.5pp | 78.2%+19.6pp | 67.7%+30.1pp |
| Annual return | 13.77% | 33.37%-19.6pp | 64.92%-51.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $11,473 | $3,105+269.5% | $4,675+145.4% | $2,757+316.2% |
| Participant deferral / active EE | $3,319 | $3,454-3.9% | $5,630-41.1% | $4,299-22.8% |
| Admin fee / account holder | $4,652 | $7,999-41.8% | $15,900-70.7% | $6,924-32.8% |