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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 | $191,048 | $89,370+113.8% | $141,197+35.3% | $72,976+161.8% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 22.88% | 111.88%-89.0pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $4,464 | $3,115+43.3% | $4,736-5.8% | $2,440+82.9% |
| Participant deferral / active EE | $11,895 | $5,419+119.5% | $6,710+77.3% | $3,608+229.7% |
| Admin fee / account holder | $20,558 | $5,957+245.1% | $10,265+100.3% | $5,124+301.2% |