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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 | $171,282 | $89,370+91.7% | $141,197+21.3% | $72,976+134.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.70% | 111.88%-91.2pp | 71.41%-50.7pp | 81.02%-60.3pp |
| Employer contribution / active EE | $5,764 | $3,115+85.0% | $4,736+21.7% | $2,440+136.2% |
| Participant deferral / active EE | $7,829 | $5,419+44.5% | $6,710+16.7% | $3,608+117.0% |
| Admin fee / account holder | $9,523 | $5,957+59.9% | $10,265-7.2% | $5,124+85.8% |